Position in DUK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,462,435
+$310,975 QoQ
Shares Held
34,080
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $399,820,349 across 22 Utilities - Regulated Electric names. DUK ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,522,904 | $141,447,323 | |
| 2 | XEL |
Xcel Energy Inc
|
1,032,974 | $82,059,453 | |
| 3 | EXC |
Exelon Corp
|
1,168,122 | $57,261,340 | |
| 4 | LNT |
Alliant Energy Corp
|
581,906 | $41,757,574 | |
| 5 | AEP |
American Electric Power Co Inc
|
287,278 | $37,656,399 | |
| 6 | SO |
Southern Co
|
187,735 | $18,120,181 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
39,601 | $4,584,607 | |
| 8 | DUK |
Duke Energy CORP
This page
|
34,080 | $4,462,435 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,462,435 | 34,080 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,151,460 | 35,419 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,554,866 | 36,807 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $4,594,330 | 38,935 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $4,846,477 | 39,735 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,396,007 | 40,802 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,556,194 | 39,516 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,879,601 | 38,707 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,355,334 | 45,035 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $4,785,720 | 49,317 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,012,740 | 45,465 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $4,057,773 | 45,217 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $5,006,406 | 51,896 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,388,745 | 52,323 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $5,102,797 | 54,857 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $5,820,751 | 54,293 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $6,195,566 | 55,486 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $5,778,625 | 55,087 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $5,172,952 | 53,007 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,995,824 | 50,606 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $5,389,462 | 55,832 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $7,227,196 | 78,934 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $6,997,656 | 79,016 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $6,505,202 | 81,427 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $7,036,640 | 87,001 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||