Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$115,447,789
-$41,754,710 QoQ
Shares Held
912,054
-24.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#75
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BESSEMER GROUP INC holds $1,680,203,009 across 36 Utilities - Regulated Electric names. DUK ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,973,918 | $875,410,775 | |
| 2 | AEE |
Ameren Corp
|
2,715,499 | $306,960,000 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,662,114 | $227,393,809 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,150,586 | $134,353,919 | |
| 5 | DUK |
Duke Energy CORP
This page
|
912,054 | $115,447,789 | |
| 6 | SO |
Southern Co
|
26,372 | $2,524,059 | |
| 7 | CNP |
Centerpoint Energy Inc
|
43,545 | $1,916,445 | |
| 8 | NGG |
National Grid PLC
|
22,619 | $1,874,434 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,447,789 | 912,054 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $157,202,499 | 1,200,569 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $138,684,507 | 1,183,214 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $153,791,547 | 1,242,760 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $146,488,858 | 1,241,431 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $150,101,643 | 1,230,644 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $139,940,139 | 1,298,869 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $153,519,871 | 1,331,482 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $132,441,112 | 1,321,372 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $129,484,338 | 1,338,893 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $137,688,403 | 1,418,895 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $125,232,288 | 1,418,902 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $126,061,902 | 1,404,746 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $134,480,240 | 1,394,035 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $141,873,665 | 1,377,548 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $668,625 | 7,188 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $865,611 | 8,074 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $841,133 | 7,533 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $758,635 | 7,232 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $620,573 | 6,359 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $457,862 | 4,638 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $424,827 | 4,401 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $313,866 | 3,428 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $347,774 | 3,927 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,442,252 | 18,053 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $524,747 | 6,488 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||