Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,417,107
+$934,727 QoQ
Shares Held
49,008
+4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.88181521384264.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1181847861573622.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Advisors Asset Management, Inc. holds $121,454,108 across 32 Utilities - Regulated Electric names. DUK ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
242,947 | $22,564,917 | |
| 2 | EIX |
Edison International
|
175,273 | $12,826,478 | |
| 3 | D |
Dominion Energy, Inc
|
183,839 | $11,364,926 | |
| 4 | SO |
Southern Co
|
71,283 | $6,880,235 | |
| 5 | ETR |
Entergy Corp /De/
|
57,901 | $6,505,756 | |
| 6 | DUK |
Duke Energy CORP
This page
|
49,008 | $6,417,107 | |
| 7 | EXC |
Exelon Corp
|
111,034 | $5,442,886 | |
| 8 | POR |
Portland General Electric Co /Or/
|
85,363 | $4,504,605 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,417,107 | 49,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,482,380 | 46,774 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,300,088 | 42,829 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,146,334 | 43,613 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,238,123 | 42,946 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,471,640 | 41,504 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,416,335 | 38,303 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,819,965 | 38,112 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,417,731 | 35,340 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,707,510 | 38,206 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,719,717 | 42,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,056,068 | 45,198 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,482,382 | 46,464 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,612,201 | 44,783 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,580,897 | 38,496 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,925,922 | 36,619 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,072,463 | 36,472 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,942,037 | 37,579 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,735,159 | 38,274 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,818,390 | 38,679 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,291,820 | 44,461 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,165,284 | 67,336 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,107,894 | 68,969 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,663,002 | 70,885 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,295,537 | 77,838 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||