Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,859,586
+$1,106,943 QoQ
Shares Held
14,691
+155.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#837
of 2,440 holders
Holding Since
Mar 2020
18 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, 2026ALERUS FINANCIAL NA holds $26,820,908 across 15 Utilities - Regulated Electric names. DUK ranks #8 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
82,226 | $7,869,850 | |
| 2 | LNT |
Alliant Energy Corp
|
48,262 | $3,681,907 | |
| 3 | EIX |
Edison International
|
31,195 | $2,322,467 | |
| 4 | EVRG |
Evergy, Inc.
|
26,845 | $2,320,213 | |
| 5 | D |
Dominion Energy, Inc
|
33,673 | $2,299,529 | |
| 6 | ES |
Eversource Energy
|
30,498 | $2,204,090 | |
| 7 | FE |
Firstenergy Corp
|
44,537 | $2,117,288 | |
| 8 | DUK |
Duke Energy CORP
This page
|
14,691 | $1,859,586 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,586 | 14,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $752,643 | 5,748 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $135,260 | 1,154 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $142,807 | 1,154 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $166,262 | 1,409 | Shares | Sole | 2025-08-13 | |
| 2023-03-31 | $6,128,449 | 63,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,311,948 | 61,287 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,517,760 | 59,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,300,624 | 58,769 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,868,988 | 61,517 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,715,150 | 44,949 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,830,212 | 39,248 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,718,782 | 37,670 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,039,008 | 41,842 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,048,966 | 44,222 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,731,583 | 53,428 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,273,475 | 53,492 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,356,035 | 53,858 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||