Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$746,061
-$32,114 QoQ
Shares Held
5,894
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,252
of 2,446 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Finward Bancorp holds $4,520,913 across 7 Utilities - Regulated Electric names. DUK ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
8,460 | $971,715 | |
| 2 | DTE |
Dte Energy Co
|
6,000 | $914,220 | |
| 3 | DUK |
Duke Energy CORP
This page
|
5,894 | $746,061 | |
| 4 | SO |
Southern Co
|
6,586 | $630,346 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,322 | $591,292 | |
| 6 | EXC |
Exelon Corp
|
9,697 | $452,073 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,843 | $215,206 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,061 | 5,894 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $778,175 | 5,943 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $696,578 | 5,943 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $748,440 | 6,048 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $737,500 | 6,250 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $762,921 | 6,255 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $678,761 | 6,300 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||