Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$872,642
+$7,915 QoQ
Shares Held
6,894
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,164
of 2,446 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 46%
Shared 54%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mechanics Financial Corp holds $4,155,142 across 9 Utilities - Regulated Electric names. DUK ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,262 | $1,690,625 | |
| 2 | SO |
Southern Co
|
9,301 | $890,198 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,894 | $872,642 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,859 | $391,139 | |
| 5 | D |
Dominion Energy, Inc
|
3,000 | $204,870 | |
| 6 | EVRG |
Evergy, Inc.
|
605 | $52,290 | |
| 7 | OGE |
Oge Energy Corp.
|
1,000 | $48,660 | |
| 8 | PPL |
PPL Corp
|
72 | $2,617 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,642 | 6,894 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $864,727 | 6,604 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $765,850 | 6,534 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $830,857 | 6,714 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $764,876 | 6,482 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $250,892 | 2,057 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $221,621 | 2,057 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $237,172 | 2,057 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $100,230 | 1,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $96,710 | 1,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $97,040 | 1,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $88,260 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $89,740 | 1,000 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $96,470 | 1,000 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $102,990 | 1,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $93,020 | 1,000 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $107,210 | 1,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $111,660 | 1,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $104,900 | 1,000 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||