Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$978,082
-$386,573 QoQ
Shares Held
7,727
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,113
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. DUK ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
This page
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,082 | 7,727 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,364,655 | 10,422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,179,366 | 10,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,458,764 | 11,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,358,770 | 11,515 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,363,136 | 11,176 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,216,060 | 11,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,277,523 | 11,080 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,113,253 | 11,107 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $996,209 | 10,301 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,038,909 | 10,706 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,551,610 | 17,580 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,635,062 | 18,220 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,707,807 | 17,703 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,545,364 | 15,005 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,390,462 | 14,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,601,073 | 14,934 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,676,462 | 15,014 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,551,260 | 14,788 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,467,557 | 15,038 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,509,527 | 15,291 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,157,393 | 11,990 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,106,136 | 12,081 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,071,398 | 12,098 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,010,688 | 12,651 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $987,949 | 12,215 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||