Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$14,150,031
+$1,647,592 QoQ
Shares Held
108,065
+1.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026New York Life Investment Management LLC holds $173,748,677 across 25 Utilities - Regulated Electric names. DUK ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
310,135 | $28,805,338 | |
| 2 | SO |
Southern Co
|
153,048 | $14,772,192 | |
| 3 | DUK |
Duke Energy CORP
This page
|
108,065 | $14,150,031 | |
| 4 | AEP |
American Electric Power Co Inc
|
75,145 | $9,850,006 | |
| 5 | TXNM |
Txnm Energy Inc
|
150,025 | $8,770,461 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
129,999 | $8,572,134 | |
| 7 | EXC |
Exelon Corp
|
152,265 | $7,464,030 | |
| 8 | D |
Dominion Energy, Inc
|
118,569 | $7,329,935 |
All Filings in DUK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,150,031 | 108,065 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,502,439 | 106,667 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,073,940 | 105,648 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,482,748 | 105,786 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,649,996 | 103,714 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,158,416 | 103,568 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,825,398 | 102,562 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,616,460 | 105,921 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,179,790 | 105,261 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,599,290 | 109,226 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,712,923 | 110,049 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,809,388 | 109,309 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,528,446 | 109,137 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,069,772 | 136,613 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,755,739 | 137,129 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,789,512 | 137,949 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||