Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$385,436
-$13,276 QoQ
Shares Held
3,045
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,645
of 2,446 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Exchange Bank holds $1,795,892 across 3 Utilities - Regulated Electric names. DUK ranks #2 (21.5% of the industry book) .
All Filings in DUK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,436 | 3,045 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $398,712 | 3,045 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $356,904 | 3,045 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $376,818 | 3,045 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $359,310 | 3,045 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $371,398 | 3,045 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $328,068 | 3,045 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $351,088 | 3,045 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $305,200 | 3,045 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $294,481 | 3,045 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $306,549 | 3,159 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $278,813 | 3,159 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $283,488 | 3,159 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||