Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$353,663
-$13,360 QoQ
Shares Held
2,794
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,700
of 2,446 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNION SAVINGS BANK holds $2,797,136 across 11 Utilities - Regulated Electric names. DUK ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
12,496 | $903,085 | |
| 2 | SO |
Southern Co
|
5,952 | $569,665 | |
| 3 | NEE |
Nextera Energy Inc
|
5,174 | $454,121 | |
| 4 | DUK |
Duke Energy CORP
This page
|
2,794 | $353,663 | |
| 5 | D |
Dominion Energy, Inc
|
1,679 | $114,658 | |
| 6 | IDA |
Idacorp Inc
|
750 | $113,475 | |
| 7 | ED |
Consolidated Edison Inc
|
907 | $100,341 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,230 | $99,826 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,663 | 2,794 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $367,023 | 2,803 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $362,530 | 3,093 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $362,614 | 3,073 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $374,812 | 3,073 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $331,084 | 3,073 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $354,316 | 3,073 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $259,495 | 2,589 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $230,943 | 2,388 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $231,731 | 2,388 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $190,200 | 2,155 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $193,389 | 2,155 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||