Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,417,135
-$315,166 QoQ
Shares Held
34,896
-3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#556
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simmons Bank holds $34,432,799 across 9 Utilities - Regulated Electric names. DUK ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,543 | $10,667,828 | |
| 2 | SO |
Southern Co
|
81,775 | $7,826,684 | |
| 3 | DUK |
Duke Energy CORP
This page
|
34,896 | $4,417,135 | |
| 4 | ETR |
Entergy Corp /De/
|
37,441 | $4,300,473 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,789 | $3,665,003 | |
| 6 | D |
Dominion Energy, Inc
|
34,443 | $2,352,112 | |
| 7 | EXC |
Exelon Corp
|
16,071 | $749,229 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,733 | $252,481 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,417,135 | 34,896 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,732,301 | 36,141 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,941,654 | 33,629 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,906,911 | 31,571 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,713,106 | 31,467 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,868,034 | 31,713 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,637,409 | 33,761 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,746,442 | 32,493 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,266,294 | 32,588 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,130,888 | 32,374 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,086,551 | 31,807 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,779,395 | 31,491 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,717,326 | 30,280 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,918,795 | 30,256 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,981,559 | 28,950 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,686,603 | 28,882 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,980,330 | 27,799 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,892,216 | 25,902 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,581,693 | 24,611 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,438,480 | 24,987 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,311,133 | 23,411 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,305,521 | 23,884 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,408,118 | 26,301 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,806,200 | 31,687 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,551,845 | 31,942 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,449,369 | 30,284 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||