Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,018,318
+$117,070 QoQ
Shares Held
15,945
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
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, 2026CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. DUK ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
962,755 | $110,582,039 | |
| 2 | NEE |
Nextera Energy Inc
|
991,497 | $87,023,691 | |
| 3 | OGE |
Oge Energy Corp.
|
707,764 | $34,439,796 | |
| 4 | CNP |
Centerpoint Energy Inc
|
690,850 | $30,425,034 | |
| 5 | PCG |
PG&E Corp
|
427,033 | $7,182,695 | |
| 6 | EXC |
Exelon Corp
|
121,811 | $5,678,828 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
45,855 | $5,354,488 | |
| 8 | SO |
Southern Co
|
40,184 | $3,846,010 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018,318 | 15,945 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,901,248 | 14,520 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,651,137 | 14,087 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,425,105 | 11,516 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,571,052 | 13,314 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,393,873 | 11,428 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $729,938 | 6,775 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $669,085 | 5,803 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $664,424 | 6,629 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $628,228 | 6,496 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $557,494 | 5,745 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $481,105 | 5,451 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $500,479 | 5,577 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $321,148 | 3,329 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $223,385 | 2,169 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $96,275 | 1,035 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,077 | 94 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,607 | 95 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $116,229 | 1,108 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $102,664 | 1,052 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $95,659 | 969 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $102,321 | 1,060 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $114,083 | 1,246 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $106,449 | 1,202 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $106,653 | 1,335 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,062,116 | 25,496 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||