Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,702,501
-$27,609 QoQ
Shares Held
13,450
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#880
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, 2026AVIVA PLC holds $851,841,151 across 24 Utilities - Regulated Electric names. DUK ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,460,839 | $215,987,839 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,749,802 | $142,013,930 | |
| 3 | EXC |
Exelon Corp
|
1,769,213 | $82,480,710 | |
| 4 | FTS |
Fortis Inc.
|
1,342,109 | $76,808,898 | |
| 5 | ETR |
Entergy Corp /De/
|
659,074 | $75,701,239 | |
| 6 | CMS |
Cms Energy Corp
|
941,925 | $72,057,262 | |
| 7 | ED |
Consolidated Edison Inc
|
565,610 | $62,573,434 | |
| 8 | ES |
Eversource Energy
|
627,307 | $45,335,476 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,702,501 | 13,450 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,730,110 | 13,213 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,548,695 | 13,213 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,635,108 | 13,213 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,559,134 | 13,213 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,545,847 | 12,674 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,365,496 | 12,674 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,461,312 | 12,674 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,227,015 | 12,242 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $1,163,324 | 12,029 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,139,152 | 11,739 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,036,084 | 11,739 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,053,457 | 11,739 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,111,816 | 11,525 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,186,959 | 11,525 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,081,450 | 11,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,670,130 | 108,853 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $15,922,716 | 142,600 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,240,082 | 231,078 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $22,978,248 | 235,457 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $24,467,653 | 247,849 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $23,643,961 | 244,939 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,309,967 | 243,665 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $21,007,494 | 237,212 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $19,563,702 | 244,883 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,725,095 | 256,245 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||