Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,036,133
+$48,444,068 QoQ
Shares Held
418,993
+1094.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#134
of 2,440 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,771,710,370 across 24 Utilities - Regulated Electric names. DUK ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
32,169,502 | $1,499,742,183 | |
| 2 | ED |
Consolidated Edison Inc
|
8,418,678 | $931,358,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
725,686 | $99,281,101 | |
| 4 | AEE |
Ameren Corp
|
722,342 | $81,653,539 | |
| 5 | DUK |
Duke Energy CORP
This page
|
418,993 | $53,036,133 | |
| 6 | ES |
Eversource Energy
|
575,878 | $41,618,703 | |
| 7 | ETR |
Entergy Corp /De/
|
190,270 | $21,854,412 | |
| 8 | EMA |
Emera Inc
|
207,077 | $10,979,222 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,036,133 | 418,993 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,592,065 | 35,070 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,611,780 | 47,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,021,751 | 32,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,858,836 | 32,702 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,588,754 | 37,622 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,405,660 | 31,610 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $522,654 | 4,533 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $186,327 | 1,859 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $83,260 | 858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $402,994 | 4,566 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $639,396 | 7,125 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,254,494 | 13,004 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $745,028 | 7,234 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $520,725 | 5,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,654,576 | 52,743 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,772,794 | 42,744 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $492,714 | 4,697 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $627,991 | 6,435 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $682,056 | 6,909 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,978,397 | 82,652 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $425,021 | 4,642 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $312,705 | 3,531 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $432,684 | 5,416 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||