Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$290,121
-$9,993 QoQ
Shares Held
2,292
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,846
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $6,163,430 across 22 Utilities - Regulated Electric names. DUK ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
17,644 | $1,346,060 | |
| 2 | NEE |
Nextera Energy Inc
|
10,466 | $918,600 | |
| 3 | SO |
Southern Co
|
8,788 | $841,099 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,655 | $773,660 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,492 | $641,300 | |
| 6 | ED |
Consolidated Edison Inc
|
4,800 | $531,024 | |
| 7 | DUK |
Duke Energy CORP
This page
|
2,292 | $290,121 | |
| 8 | XEL |
Xcel Energy Inc
|
2,602 | $208,940 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,121 | 2,292 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $300,114 | 2,292 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $268,645 | 2,292 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $276,210 | 2,232 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $261,606 | 2,217 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $270,407 | 2,217 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $238,859 | 2,217 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $224,950 | 1,951 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $195,548 | 1,951 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $188,681 | 1,951 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $189,325 | 1,951 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $172,195 | 1,951 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $150,404 | 1,676 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $135,058 | 1,400 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $125,029 | 1,214 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $112,926 | 1,214 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $130,152 | 1,214 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $135,555 | 1,214 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $127,348 | 1,214 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||