First Citizens Financial Corp

Position in DUK — Duke Energy CORP

CIK 1800597 MASON CITY, IA

Position in DUK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$353,031

-$12,160 QoQ

Shares Held

2,789

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,706

of 2,452 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

First Citizens Financial Corp holds $1,120,995 across 4 Utilities - Regulated Electric names. DUK ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	2,789	$353,031
2	NEE	Nextera Energy Inc	3,463	$303,947
3	LNT	Alliant Energy Corp	3,178	$242,449
4	SO	Southern Co	2,315	$221,568

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,031	2,789	0.0%	Shares	Sole	2026-07-07
2026-03-31	$365,191	2,789	0.0%	Shares	Sole	2026-04-07
2025-12-31	$326,898	2,789	-12.1%	Shares	Sole	2026-01-06
2025-09-30	$392,535	3,172	0.0%	Shares	Sole	2025-10-03
2025-06-30	$374,296	3,172	-7.4%	Shares	Sole	2025-07-07
2025-03-31	$417,991	3,427	0.0%	Shares	Sole	2025-04-03
2024-12-31	$369,224	3,427	0.0%	Shares	Sole	2025-01-03
2024-09-30	$395,133	3,427	-1.2%	Shares	Sole	2024-10-03
2024-06-30	$347,497	3,467	-8.2%	Shares	Sole	2024-07-17
2024-03-31	$365,080	3,775	0.0%	Shares	Sole	2024-05-31
2023-12-31	$366,326	3,775	-0.9%	Shares	Sole	2024-01-11
2023-09-30	$336,094	3,808	+8.6%	Shares	Sole	2023-10-13
2023-06-30	$314,807	3,508	-10.0%	Shares	Sole	2023-07-07
2022-12-31	$401,352	3,897	0.0%	Shares	Sole	2023-01-11
2022-09-30	$362,498	3,897	0.0%	Shares	Sole	2022-10-12
2022-06-30	$417,797	3,897	0.0%	Shares	Sole	2022-07-08
2022-03-31	$435,139	3,897	0.0%	Shares	Sole	2022-04-18
2021-12-31	$408,795	3,897	-4.3%	Shares	Sole	2022-01-13
2021-09-30	$397,386	4,072	-11.9%	Shares	Sole	2021-10-14
2021-06-30	$456,481	4,624	-1.6%	Shares	Sole	2021-07-09
2021-03-31	$453,401	4,697	+4.3%	Shares	Sole	2021-04-09
2020-12-31	$412,203	4,502	-4.9%	Shares	Sole	2021-02-01
2020-09-30	$419,154	4,733	-1.7%	Shares	Sole	2020-10-16
2020-06-30	$384,830	4,817	+10.4%	Shares	Sole	2020-07-30
2020-03-31	$352,960	4,364	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.