Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$129,459,693
-$5,272,328 QoQ
Shares Held
1,022,750
-0.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#74
of 2,446 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. DUK ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
This page
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,459,693 | 1,022,750 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $134,732,021 | 1,028,960 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $122,665,304 | 1,046,543 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $125,166,566 | 1,011,447 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $119,897,086 | 1,016,077 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $116,569,411 | 955,722 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $102,954,080 | 955,579 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $110,708,523 | 960,178 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $92,484,725 | 922,725 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $90,432,649 | 935,091 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $89,301,641 | 920,256 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $81,549,239 | 923,966 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $83,172,825 | 926,820 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $92,114,765 | 954,854 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $96,892,888 | 940,799 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $89,597,514 | 963,207 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $97,583,184 | 910,206 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $100,483,614 | 899,907 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $94,834,425 | 904,046 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $90,138,124 | 923,641 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $90,120,697 | 912,892 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $86,451,785 | 895,595 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $85,495,247 | 933,762 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $88,424,325 | 998,468 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $83,992,431 | 1,051,351 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $81,558,178 | 1,008,385 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||