UMB Bank, n.a.

Position in DUK — Duke Energy CORP

CIK 933429 Kansas City, MO

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,263,902

-$902,526 QoQ

Shares Held

175,888

-0.6% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#227

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. DUK ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	471,252	$41,361,787
2	DUK	Duke Energy CORP This page	175,888	$22,263,902
3	SO	Southern Co	38,937	$3,726,659
4	AEP	American Electric Power Co Inc	22,910	$3,134,316
5	EVRG	Evergy, Inc.	19,427	$1,679,075
6	LNT	Alliant Energy Corp	14,555	$1,110,400
7	PEG	Public Service Enterprise Group Inc	13,016	$1,056,377
8	AEE	Ameren Corp	8,742	$988,195

All Filings in DUK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,263,902	175,888	-0.6%	Shares	Defined	2026-08-13
2026-03-31	$23,166,428	176,924	-2.6%	Shares	Defined	2026-05-11
2025-12-31	$21,296,822	181,698	-1.9%	Shares	Defined	2026-02-13
2025-09-30	$22,917,509	185,192	-1.1%	Shares	Defined	2025-11-04
2025-06-30	$22,105,058	187,331	-1.2%	Shares	Defined	2025-07-11
2025-03-31	$23,125,267	189,598	+0.3%	Shares	Defined	2025-04-14
2024-12-31	$20,367,276	189,041	-0.7%	Shares	Defined	2025-01-16
2024-09-30	$21,959,115	190,452	-2.5%	Shares	Defined	2024-10-09
2024-06-30	$19,575,218	195,303	-3.1%	Shares	Defined	2024-07-29
2024-03-31	$19,498,766	201,621	-16.7%	Shares	Defined	2024-04-26
2023-12-31	$23,483,777	242,001	-24.2%	Shares	Defined	2024-01-23
2023-09-30	$28,182,035	319,307	-3.5%	Shares	Defined	2023-10-18
2023-06-30	$29,694,786	330,898	+0.4%	Shares	Defined	2023-07-25
2023-03-31	$31,798,730	329,623	-0.2%	Shares	Defined	2023-04-11
2022-12-31	$34,001,632	330,145	-2.5%	Shares	Defined	2023-01-10
2022-09-30	$31,508,385	338,727	-0.1%	Shares	Defined	2022-10-13
2022-06-30	$36,352,444	339,077	+1.3%	Shares	Defined	2022-07-20
2022-03-31	$37,371,596	334,691	+0.3%	Shares	Defined	2022-04-22
2021-12-31	$34,998,730	333,639	+9.4%	Shares	Defined	2022-02-09
2021-09-30	$29,771,195	305,064	+1.0%	Shares	Sole	2021-10-18
2021-06-30	$29,820,744	302,074	-0.8%	Shares	Sole	2021-07-26
2021-03-31	$29,392,226	304,488	+2.3%	Shares	Sole	2021-04-15
2020-12-31	$27,255,854	297,683	+20.2%	Shares	Sole	2021-02-04
2020-09-30	$21,924,709	247,569	0.0%	Shares	Sole	2020-10-16
2020-06-30	$19,778,286	247,569	-7.1%	Shares	Sole	2020-07-16
2020-03-31	$21,556,137	266,520	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.