Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$437,333
-$43,347 QoQ
Shares Held
3,455
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,566
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, 2026WRIGHT INVESTORS SERVICE INC holds $3,922,854 across 2 Utilities - Regulated Electric names. DUK ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
39,712 | $3,485,521 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,455 | $437,333 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,333 | 3,455 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $480,680 | 3,671 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $428,871 | 3,659 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $466,661 | 3,771 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $471,646 | 3,997 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $472,877 | 3,877 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $457,679 | 4,248 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,515,733 | 13,146 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,845,134 | 18,409 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,309,531 | 23,881 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,301,594 | 23,718 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,452,304 | 27,785 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,455,196 | 27,359 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,901,624 | 30,078 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,148,198 | 30,568 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,772,647 | 29,807 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,440,047 | 32,087 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,403,173 | 30,478 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,138,083 | 29,915 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,699,241 | 27,659 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,552,504 | 25,856 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,399,349 | 24,856 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,936,951 | 21,155 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,812,557 | 20,467 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,819,813 | 22,779 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,413,297 | 17,474 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||