Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$450,498
-$90,153 QoQ
Shares Held
3,559
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,544
of 2,440 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST MERCHANTS CORP holds $5,266,929 across 3 Utilities - Regulated Electric names. DUK ranks #3 (8.6% of the industry book) .
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,498 | 3,559 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $540,651 | 4,129 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $484,311 | 4,132 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $226,710 | 1,832 | Shares | Sole | 2025-10-22 | |
| 2024-12-31 | $272,796 | 2,532 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $289,056 | 2,507 | Shares | Other | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||