Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$31,898
-$1,098 QoQ
Shares Held
252
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,288
of 2,446 holders
Holding Since
Dec 2020
21 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, 2026CoreFirst Bank & Trust holds $1,744,396 across 10 Utilities - Regulated Electric names. DUK ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
9,364 | $809,330 | |
| 2 | XEL |
Xcel Energy Inc
|
3,370 | $270,611 | |
| 3 | POR |
Portland General Electric Co /Or/
|
3,411 | $176,792 | |
| 4 | OGE |
Oge Energy Corp.
|
3,200 | $155,712 | |
| 5 | AEE |
Ameren Corp
|
1,000 | $113,040 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
820 | $66,551 | |
| 7 | ES |
Eversource Energy
|
907 | $65,548 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,898 | 252 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $32,996 | 252 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $29,536 | 252 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $67,072 | 542 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $63,956 | 542 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $73,478 | 682 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $100,541 | 872 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $147,192 | 1,522 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $173,895 | 1,792 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $191,258 | 2,167 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $214,657 | 2,392 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $245,225 | 2,542 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $389,404 | 3,781 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $384,265 | 4,131 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $539,695 | 5,034 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $539,764 | 4,834 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $549,046 | 5,234 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $510,786 | 5,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $516,700 | 5,234 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $505,238 | 5,234 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $479,225 | 5,234 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||