Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$700,240
-$27,786 QoQ
Shares Held
5,532
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,289
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Independence Bank of Kentucky holds $5,548,068 across 13 Utilities - Regulated Electric names. DUK ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,532 | $700,240 | |
| 3 | SO |
Southern Co
|
4,264 | $408,107 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,965 | $268,831 | |
| 5 | D |
Dominion Energy, Inc
|
1,701 | $116,161 | |
| 6 | EXC |
Exelon Corp
|
2,031 | $94,685 | |
| 7 | FE |
Firstenergy Corp
|
1,710 | $81,293 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
656 | $76,601 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,240 | 5,532 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $728,026 | 5,560 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $664,580 | 5,670 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $698,197 | 5,642 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $679,326 | 5,757 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $711,451 | 5,833 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $620,797 | 5,762 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $664,935 | 5,767 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $589,051 | 5,877 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $578,035 | 5,977 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $593,302 | 6,114 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $674,306 | 7,640 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $815,287 | 9,085 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $897,171 | 9,300 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $901,162 | 8,750 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $821,366 | 8,830 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $972,716 | 9,073 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,173,211 | 10,507 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,039,349 | 9,908 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,102,571 | 11,298 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,244,168 | 12,603 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,089,437 | 11,286 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,092,768 | 11,935 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,115,236 | 12,593 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $903,555 | 11,310 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $896,150 | 11,080 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||