Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$287,589
+$3,581 QoQ
Shares Held
2,272
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,850
of 2,446 holders
Holding Since
Mar 2020
23 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, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names. DUK ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,589 | 2,272 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $284,008 | 2,169 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $252,938 | 2,158 | Shares | Defined | 2026-01-15 | |
| 2024-12-31 | $255,666 | 2,373 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $406,893 | 3,529 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $381,374 | 3,805 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $308,891 | 3,194 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $312,274 | 3,218 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $327,091 | 3,706 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $336,255 | 3,747 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $356,167 | 3,692 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $395,686 | 3,842 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $350,591 | 3,769 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $404,073 | 3,769 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $366,132 | 3,279 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $343,966 | 3,279 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $325,754 | 3,338 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $312,448 | 3,165 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $311,501 | 3,227 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $301,689 | 3,295 | Shares | Defined | 2021-01-04 | |
| 2020-09-30 | $327,671 | 3,700 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $348,079 | 4,357 | Shares | Defined | 2020-07-09 | |
| 2020-03-31 | $424,861 | 5,253 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||