Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,646,753
+$678,935 QoQ
Shares Held
66,036
-2.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026AGF MANAGEMENT LTD holds $84,038,168 across 17 Utilities - Regulated Electric names. DUK ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,839 | $15,124,486 | |
| 2 | EMA |
Emera Inc
|
241,071 | $12,504,352 | |
| 3 | DUK |
Duke Energy CORP
This page
|
66,036 | $8,646,753 | |
| 4 | AEP |
American Electric Power Co Inc
|
61,892 | $8,112,802 | |
| 5 | ETR |
Entergy Corp /De/
|
68,990 | $7,751,716 | |
| 6 | SO |
Southern Co
|
65,920 | $6,362,598 | |
| 7 | EXC |
Exelon Corp
|
92,532 | $4,535,917 | |
| 8 | CMS |
Cms Energy Corp
|
55,981 | $4,343,005 |
All Filings in DUK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,646,753 | 66,036 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,967,818 | 67,979 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,331,344 | 67,324 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,776,486 | 74,377 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,972,940 | 98,163 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,858,898 | 100,788 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,671,700 | 109,902 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,147,891 | 91,269 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,498,971 | 87,881 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,390,563 | 86,465 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,032,128 | 68,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,517,815 | 72,630 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,485,580 | 67,229 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,716,183 | 65,212 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||