Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$116,798
-$3,342 QoQ
Shares Held
892
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Missouri Trust & Investment Co holds $2,743,251 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,255 | $2,743,251 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,798 | 892 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $120,140 | 1,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $134,887 | 1,090 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $134,520 | 1,140 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $118,432 | 971 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $115,389 | 1,071 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $111,956 | 971 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $97,323 | 971 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,905 | 971 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $45,705 | 471 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $26,124 | 296 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,511 | 496 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,555 | 296 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67,046 | 651 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $60,556 | 651 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $69,793 | 651 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $72,690 | 651 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $68,289 | 651 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||