Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,444,748
-$3,994,292 QoQ
Shares Held
27,214
-67.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#628
of 2,446 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $273,940,636 across 8 Utilities - Regulated Electric names. DUK ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
1,509,397 | $109,084,121 | |
| 2 | EIX |
Edison International
|
1,200,000 | $89,340,000 | |
| 3 | POR |
Portland General Electric Co /Or/
|
758,400 | $39,307,872 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
124,510 | $13,322,570 | |
| 5 | EXC |
Exelon Corp
|
204,600 | $9,538,452 | |
| 6 | AEP |
American Electric Power Co Inc
|
69,190 | $9,465,883 | |
| 7 | DUK |
Duke Energy CORP
This page
|
27,214 | $3,444,748 | |
| 8 | EVRG |
Evergy, Inc.
|
5,056 | $436,990 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,444,748 | 27,214 | Shares | Sole | 2026-08-06 | |
| 2020-09-30 | $7,439,040 | 84,000 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $17,775,525 | 222,500 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,391,136 | 17,200 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||