Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,185,674
-$284,912 QoQ
Shares Held
9,367
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,034
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 4%
None 13%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hilltop Holdings Inc. holds $10,113,319 across 12 Utilities - Regulated Electric names. DUK ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,543 | $2,540,430 | |
| 2 | NEE |
Nextera Energy Inc
|
28,606 | $2,510,748 | |
| 3 | DUK |
Duke Energy CORP
This page
|
9,367 | $1,185,674 | |
| 4 | ES |
Eversource Energy
|
7,791 | $563,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,719 | $508,796 | |
| 6 | OGE |
Oge Energy Corp.
|
10,074 | $490,200 | |
| 7 | NGG |
National Grid PLC
|
5,703 | $472,607 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,668 | $428,312 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,674 | 9,367 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,470,586 | 11,231 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,127,162 | 26,680 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,496,926 | 28,258 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,056,436 | 25,902 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,264,160 | 26,762 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,823,756 | 26,209 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,696,636 | 23,388 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,472,278 | 14,689 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,297,944 | 13,421 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,430,563 | 14,742 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,406,952 | 15,941 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,218,848 | 13,582 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,229,220 | 12,742 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,208,690 | 11,736 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,071,868 | 11,523 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,203,968 | 11,230 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,206,262 | 10,803 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,142,360 | 10,890 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $965,164 | 9,890 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $927,374 | 9,394 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $872,051 | 9,034 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,016,132 | 11,098 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,034,026 | 11,676 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $784,599 | 9,821 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $792,057 | 9,793 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||