Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,488,074
-$96,692 QoQ
Shares Held
11,756
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#943
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261ST SOURCE BANK holds $9,882,091 across 7 Utilities - Regulated Electric names. DUK ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
26,585 | $3,637,093 | |
| 2 | NEE |
Nextera Energy Inc
|
34,052 | $2,988,743 | |
| 3 | DUK |
Duke Energy CORP
This page
|
11,756 | $1,488,074 | |
| 4 | SO |
Southern Co
|
6,882 | $658,675 | |
| 5 | D |
Dominion Energy, Inc
|
6,947 | $474,410 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,206 | $374,364 | |
| 7 | ETR |
Entergy Corp /De/
|
2,270 | $260,732 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,074 | 11,756 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,584,766 | 12,103 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,268,681 | 10,824 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,351,473 | 10,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,302,956 | 11,042 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,369,967 | 11,232 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,207,549 | 11,208 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,273,257 | 11,043 | Shares | Sole | 2024-12-11 | |
| 2024-06-30 | $1,120,671 | 11,181 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,027,060 | 10,620 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,037,551 | 10,692 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $928,406 | 10,519 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $947,744 | 10,561 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,017,662 | 10,549 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,071,198 | 10,401 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $942,943 | 10,137 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,069,955 | 9,980 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,195,878 | 10,710 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,116,240 | 10,641 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,027,817 | 10,532 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,040,311 | 10,538 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,049,956 | 10,877 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,057,518 | 11,550 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,008,609 | 11,389 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $935,271 | 11,707 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $930,847 | 11,509 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||