Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$83,382,591
+$9,126 QoQ
Shares Held
636,800
-10.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,767,786,473 across 24 Utilities - Regulated Electric names. DUK ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,110,984 | $1,124,868,189 | |
| 2 | DUK |
Duke Energy CORP
This page
|
636,800 | $83,382,591 | |
| 3 | ED |
Consolidated Edison Inc
|
685,949 | $77,635,707 | |
| 4 | ES |
Eversource Energy
|
1,046,496 | $72,501,241 | |
| 5 | SO |
Southern Co
|
682,724 | $65,896,519 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
744,229 | $60,245,335 | |
| 7 | EXC |
Exelon Corp
|
1,139,822 | $55,874,073 | |
| 8 | IDA |
Idacorp Inc
|
320,007 | $45,751,400 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,382,591 | 636,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $83,373,465 | 711,317 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $80,907,750 | 653,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $89,294,258 | 756,731 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $103,834,524 | 851,312 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $96,106,988 | 892,027 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $80,553,882 | 698,646 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,983,712 | 468,759 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,058,804 | 104,010 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,981,241 | 102,857 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,080,818 | 91,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,315,908 | 103,810 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,864,538 | 102,255 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,066,780 | 165,713 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $25,530,919 | 274,467 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,433,058 | 283,864 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $32,648,712 | 292,394 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,346,193 | 279,754 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,295,257 | 320,681 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,713,330 | 209,819 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,469,714 | 201,696 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $13,207,346 | 144,248 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $6,805,835 | 76,850 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,264,094 | 78,409 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,955,517 | 73,634 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||