Position in DUK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$207,801
+$6,213 QoQ
Shares Held
1,587
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026American Trust holds $3,336,576 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,015 | $3,336,576 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,801 | 1,587 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $201,588 | 1,629 | Shares | Sole | 2025-11-17 | |
| 2023-06-30 | $267,334 | 2,979 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $301,853 | 3,129 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $311,956 | 3,029 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $222,782 | 2,395 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $265,343 | 2,475 | Shares | Sole | 2022-10-03 | |
| No filing history on record for this holder in this stock. | ||||||