Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$341,386
-$38,078 QoQ
Shares Held
2,697
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,735
of 2,446 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Trust holds $2,180,537 across 3 Utilities - Regulated Electric names. DUK ranks #3 (15.7% of the industry book) .
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,386 | 2,697 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $379,464 | 2,898 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $343,190 | 2,928 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $348,975 | 2,820 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||