Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$217,716
-$7,500 QoQ
Shares Held
1,720
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,034
of 2,440 holders
Holding Since
Mar 2020
26 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 FINANCIAL CORP /IN/ holds $2,045,956 across 10 Utilities - Regulated Electric names. DUK ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,187 | $1,332,962 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,720 | $217,716 | |
| 3 | D |
Dominion Energy, Inc
|
2,000 | $136,580 | |
| 4 | CMS |
Cms Energy Corp
|
1,405 | $107,482 | |
| 5 | EVRG |
Evergy, Inc.
|
1,000 | $86,430 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 7 | ES |
Eversource Energy
|
600 | $43,362 | |
| 8 | DTE |
Dte Energy Co
|
235 | $35,806 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,716 | 1,720 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $225,216 | 1,720 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $207,461 | 1,770 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $227,699 | 1,840 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $249,806 | 2,117 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $280,652 | 2,301 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $271,611 | 2,521 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $299,549 | 2,598 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $273,226 | 2,726 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $355,505 | 3,676 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $509,556 | 5,251 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $583,398 | 6,610 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $547,054 | 6,096 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $634,290 | 6,575 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $726,388 | 7,053 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $698,115 | 7,505 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $814,366 | 7,596 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $857,436 | 7,679 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $766,189 | 7,304 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $731,241 | 7,493 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $749,481 | 7,592 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $741,639 | 7,683 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $683,586 | 7,466 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $614,959 | 6,944 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $574,727 | 7,194 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $653,671 | 8,082 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||