Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,225,422
-$11,025,350 QoQ
Shares Held
175,584
-30.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#228
of 2,446 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $186,445,312 across 29 Utilities - Regulated Electric names. DUK ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,038,468 | $34,287,031 | |
| 2 | DUK |
Duke Energy CORP
This page
|
175,584 | $22,225,422 | |
| 3 | SO |
Southern Co
|
197,585 | $18,910,859 | |
| 4 | AEP |
American Electric Power Co Inc
|
128,976 | $17,645,206 | |
| 5 | EXC |
Exelon Corp
|
374,326 | $17,451,077 | |
| 6 | ED |
Consolidated Edison Inc
|
105,916 | $11,717,486 | |
| 7 | EIX |
Edison International
|
123,617 | $9,203,284 | |
| 8 | NEE |
Nextera Energy Inc
|
80,559 | $7,070,662 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,225,422 | 175,584 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $33,250,772 | 253,939 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $28,996,816 | 247,392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,909,256 | 71,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,535,312 | 55,384 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,140,393 | 33,946 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,701,472 | 25,074 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,829,689 | 33,215 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,655,192 | 26,491 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,663,683 | 27,543 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $577,679 | 5,953 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $525,411 | 5,953 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $2,080,173 | 23,180 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $5,006,696 | 51,899 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $5,076,582 | 49,292 | Shares | Defined | 2024-10-18 | |
| 2022-09-30 | $10,891,990 | 117,093 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $29,671,332 | 276,759 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||