Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,046,943
+$182,870 QoQ
Shares Held
8,271
+25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,084
of 2,440 holders
Holding Since
Dec 2024
7 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, 2026CITY NATIONAL BANK OF FLORIDA /MSD holds $1,046,943 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
8,271 | $1,046,943 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,943 | 8,271 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $864,073 | 6,599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $677,239 | 5,778 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $641,643 | 5,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $520,026 | 4,407 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $378,838 | 3,106 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $298,870 | 2,774 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||