Position in DUK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$55,623,181
+$6,269,567 QoQ
Shares Held
424,799
+0.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.33896030828697.ToString("F0")%
Shared 0.ToString("F0")%
None 9.661039691713022.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $603,917,497 across 20 Utilities - Regulated Electric names. DUK ranks #8 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
704,598 | $79,168,631 | |
| 2 | NEE |
Nextera Energy Inc
|
700,804 | $65,090,675 | |
| 3 | AEP |
American Electric Power Co Inc
|
481,323 | $63,091,818 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
497,618 | $57,609,235 | |
| 5 | XEL |
Xcel Energy Inc
|
721,070 | $57,281,800 | |
| 6 | SO |
Southern Co
|
581,376 | $56,114,411 | |
| 7 | LNT |
Alliant Energy Corp
|
780,015 | $55,973,876 | |
| 8 | DUK |
Duke Energy CORP
This page
|
424,799 | $55,623,181 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,623,181 | 424,799 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $49,353,614 | 421,070 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $52,015,218 | 420,325 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $49,270,192 | 417,544 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $50,497,043 | 414,012 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,262,716 | 410,829 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $47,092,786 | 408,437 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $40,727,558 | 406,341 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $38,629,068 | 399,432 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $38,012,994 | 391,725 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $32,349,849 | 366,529 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $31,130,536 | 346,897 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $32,324,878 | 335,077 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $34,108,331 | 331,181 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $30,363,123 | 326,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,596,130 | 322,695 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $35,217,005 | 315,395 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $32,945,418 | 314,065 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $30,285,007 | 310,329 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $30,588,392 | 309,850 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $29,116,150 | 301,628 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,897,764 | 293,772 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,356,410 | 286,319 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,466,665 | 281,220 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $22,359,437 | 276,452 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||