Position in DUK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$50,745,011
+$6,130,666 QoQ
Shares Held
387,544
+1.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026CIBC Asset Management Inc holds $678,599,985 across 29 Utilities - Regulated Electric names. DUK ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,638,464 | $147,199,906 | |
| 2 | NEE |
Nextera Energy Inc
|
611,152 | $56,763,797 | |
| 3 | DUK |
Duke Energy CORP
This page
|
387,544 | $50,745,011 | |
| 4 | SO |
Southern Co
|
507,531 | $48,986,892 | |
| 5 | AEP |
American Electric Power Co Inc
|
356,193 | $46,689,778 | |
| 6 | EMA |
Emera Inc
|
820,275 | $42,547,664 | |
| 7 | ED |
Consolidated Edison Inc
|
217,239 | $24,587,110 | |
| 8 | CMS |
Cms Energy Corp
|
316,693 | $24,569,042 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,745,011 | 387,544 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $44,614,345 | 380,636 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $38,075,523 | 307,681 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $36,045,106 | 305,467 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,799,748 | 285,314 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,299,205 | 216,254 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $24,604,212 | 213,393 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $22,346,278 | 222,950 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $22,280,049 | 230,380 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,020,607 | 226,923 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,143,300 | 239,557 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $21,723,989 | 242,077 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,354,325 | 242,089 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,849,015 | 241,276 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,143,748 | 248,804 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $23,265,963 | 217,013 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $23,887,312 | 213,929 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $21,271,726 | 202,781 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,579,872 | 200,634 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $19,638,764 | 198,934 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,257,592 | 209,858 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,284,202 | 112,322 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $10,301,299 | 116,320 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,653,491 | 133,352 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $18,600,620 | 229,978 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||