Position in DUK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,263,267
-$128,492 QoQ
Shares Held
9,980
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,016
of 2,446 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 56%
Shared 18%
None 26%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First County Bank /CT/ holds $5,466,003 across 7 Utilities - Regulated Electric names. DUK ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,284 | $1,406,953 | |
| 2 | DUK |
Duke Energy CORP
This page
|
9,980 | $1,263,267 | |
| 3 | SO |
Southern Co
|
9,656 | $924,175 | |
| 4 | ETR |
Entergy Corp /De/
|
5,703 | $655,045 | |
| 5 | NGG |
National Grid PLC
|
7,242 | $600,144 | |
| 6 | NEE |
Nextera Energy Inc
|
4,566 | $400,756 | |
| 7 | PPL |
PPL Corp
|
5,933 | $215,663 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263,267 | 9,980 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $1,391,759 | 10,629 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $1,391,163 | 11,869 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $1,536,850 | 12,419 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $1,529,870 | 12,965 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $1,806,497 | 14,811 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $1,651,653 | 15,330 | Shares | Defined | 2025-01-07 | |
| 2024-09-30 | $1,988,924 | 17,250 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,176,393 | 21,714 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,371,038 | 24,517 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,459,575 | 25,346 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,459,805 | 27,870 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $2,878,051 | 32,071 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $2,966,837 | 30,754 | Shares | Defined | 2023-07-18 | |
| 2022-12-31 | $2,908,128 | 28,237 | Shares | Defined | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||