Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$218,476
-$7,525 QoQ
Shares Held
1,726
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,032
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, 2026OLD SECOND NATIONAL BANK OF AURORA holds $7,450,582 across 9 Utilities - Regulated Electric names. DUK ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,096 | $3,694,765 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
27,932 | $2,266,960 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,196 | $489,966 | |
| 4 | ETR |
Entergy Corp /De/
|
2,004 | $230,179 | |
| 5 | DUK |
Duke Energy CORP
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|
1,726 | $218,476 | |
| 6 | XEL |
Xcel Energy Inc
|
2,548 | $204,604 | |
| 7 | SO |
Southern Co
|
1,971 | $188,644 | |
| 8 | EXC |
Exelon Corp
|
2,635 | $122,843 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,476 | 1,726 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $226,001 | 1,726 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $202,304 | 1,726 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $217,304 | 1,756 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $203,668 | 1,726 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $210,519 | 1,726 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $196,732 | 1,826 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $200,391 | 1,738 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $174,199 | 1,738 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $168,081 | 1,738 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $168,655 | 1,738 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $169,194 | 1,917 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $172,030 | 1,917 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $184,932 | 1,917 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $338,733 | 3,289 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $280,827 | 3,019 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $323,666 | 3,019 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $337,100 | 3,019 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $303,475 | 2,893 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $294,623 | 3,019 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $290,532 | 2,943 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $284,087 | 2,943 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $264,882 | 2,893 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $267,273 | 3,018 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $244,223 | 3,057 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $247,249 | 3,057 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||