Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,110,196
-$307,991 QoQ
Shares Held
24,571
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#654
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wilmington Savings Fund Society, FSB holds $28,482,033 across 29 Utilities - Regulated Electric names. DUK ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,109 | $9,137,646 | |
| 2 | FE |
Firstenergy Corp
|
73,978 | $3,516,913 | |
| 3 | DUK |
Duke Energy CORP
This page
|
24,571 | $3,110,196 | |
| 4 | D |
Dominion Energy, Inc
|
37,981 | $2,593,721 | |
| 5 | EVRG |
Evergy, Inc.
|
20,974 | $1,812,782 | |
| 6 | PPL |
PPL Corp
|
32,483 | $1,180,756 | |
| 7 | XEL |
Xcel Energy Inc
|
14,631 | $1,174,869 | |
| 8 | CMS |
Cms Energy Corp
|
15,342 | $1,173,663 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,110,196 | 24,571 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $3,418,187 | 26,105 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $2,998,465 | 25,582 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,255,120 | 26,304 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $3,558,408 | 30,156 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $3,766,311 | 30,879 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,377,971 | 31,353 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $3,604,277 | 31,260 | Shares | Defined | 2024-11-25 | |
| 2024-06-30 | $894,852 | 8,928 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $832,092 | 8,604 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $776,069 | 8,793 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $815,287 | 9,085 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $879,709 | 9,119 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $939,164 | 9,119 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $862,202 | 9,269 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,010,668 | 9,427 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,197,105 | 10,721 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,123,478 | 10,710 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $898,803 | 9,210 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $914,245 | 9,261 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $893,867 | 9,260 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $999,926 | 10,921 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,082,823 | 12,227 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,079,713 | 13,515 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,130,297 | 13,975 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||