Position in DUK
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$419,138
+$42,308 QoQ
Shares Held
3,201
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026CIM INVESTMENT MANAGEMENT INC holds $880,793 across 2 Utilities - Regulated Electric names. DUK ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,783 | $461,655 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,201 | $419,138 |
All Filings in DUK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $419,138 | 3,201 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $376,830 | 3,215 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,856 | 3,215 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $767,944 | 6,508 | Shares | Sole | 2025-08-22 | |
| 2025-03-31 | $397,500 | 3,259 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $351,447 | 3,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $378,760 | 3,285 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $339,579 | 3,388 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $330,941 | 3,422 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $332,070 | 3,422 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $302,025 | 3,422 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $313,731 | 3,496 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $336,583 | 3,489 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||