SouthState Bank Corp

Bank

Position in DUK — Duke Energy CORP

CIK 764038 WINTER HAVEN, FL

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,544,836

-$265,626 QoQ

Shares Held

43,805

-1.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#477

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. DUK ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	302,610	$26,560,079
2	DUK	Duke Energy CORP This page	43,805	$5,544,836
3	SO	Southern Co	31,080	$2,974,666
4	AEP	American Electric Power Co Inc	5,414	$740,688
5	D	Dominion Energy, Inc	9,899	$676,002
6	XEL	Xcel Energy Inc	4,931	$395,958
7	ED	Consolidated Edison Inc	2,440	$269,936
8	PEG	Public Service Enterprise Group Inc	1,149	$93,252

All Filings in DUK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,544,836	43,805	-1.3%	Shares	Defined	2026-08-06
2026-03-31	$5,810,462	44,375	-2.6%	Shares	Defined	2026-05-05
2025-12-31	$5,340,086	45,560	-1.5%	Shares	Defined	2026-02-11
2025-09-30	$5,723,808	46,253	-2.2%	Shares	Defined	2025-11-05
2025-06-30	$5,578,568	47,276	-2.1%	Shares	Defined	2025-08-06
2025-03-31	$5,888,222	48,276	+3.5%	Shares	Defined	2025-05-12
2024-12-31	$5,025,854	46,648	-1.7%	Shares	Defined	2025-02-10
2024-09-30	$5,474,098	47,477	-27.5%	Shares	Defined	2024-11-08
2024-06-30	$6,566,367	65,513	-2.2%	Shares	Defined	2024-08-02
2024-03-31	$6,478,312	66,987	-19.9%	Shares	Defined	2024-05-06
2023-12-31	$8,111,864	83,593	-1.9%	Shares	Defined	2024-02-06
2023-09-30	$7,520,545	85,209	-1.4%	Shares	Defined	2023-11-07
2023-06-30	$7,758,561	86,456	-3.9%	Shares	Defined	2023-08-08
2023-03-31	$8,682,492	90,002	-3.5%	Shares	Defined	2023-05-08
2022-12-31	$9,602,168	93,234	+1.3%	Shares	Defined	2023-02-10
2022-09-30	$8,560,349	92,027	-1.2%	Shares	Defined	2022-11-07
2022-06-30	$9,984,144	93,127	+1.3%	Shares	Defined	2022-08-05
2022-03-31	$10,265,349	91,934	+6.4%	Shares	Defined	2022-08-04
2021-12-31	$9,067,975	86,444	-1.0%	Shares	Defined	2022-02-11
2021-09-30	$8,522,046	87,325	+3.6%	Shares	Defined	2021-11-10
2021-06-30	$8,322,391	84,303	-1.8%	Shares	Defined	2021-08-10
2021-03-31	$8,285,555	85,834	+0.9%	Shares	Defined	2021-05-12
2020-12-31	$7,790,473	85,086	-3.5%	Shares	Defined	2021-02-10
2020-09-30	$7,804,791	88,130	-2.0%	Shares	Defined	2020-11-10
2020-06-30	$7,181,390	89,891	+1.1%	Shares	Defined	2020-08-11
2020-03-31	$7,188,128	88,874	—	Shares	Defined	2020-05-04
No filing history on record for this holder in this stock.