Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$48,972,999
+$2,000,508 QoQ
Shares Held
374,011
-6.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Epoch Investment Partners, Inc. holds $465,278,574 across 10 Utilities - Regulated Electric names. DUK ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
899,618 | $117,921,926 | |
| 2 | ETR |
Entergy Corp /De/
|
858,181 | $96,425,216 | |
| 3 | NEE |
Nextera Energy Inc
|
908,642 | $84,394,668 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
498,231 | $50,196,772 | |
| 5 | DUK |
Duke Energy CORP
This page
|
374,011 | $48,972,999 | |
| 6 | LNT |
Alliant Energy Corp
|
211,449 | $15,173,579 | |
| 7 | CMS |
Cms Energy Corp
|
175,763 | $13,635,693 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
113,463 | $13,135,610 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,972,999 | 374,011 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $46,972,491 | 400,755 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $50,193,246 | 405,602 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $50,124,394 | 424,783 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $54,227,982 | 444,601 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $50,323,522 | 467,083 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $55,499,538 | 481,349 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $46,907,638 | 468,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $46,961,987 | 485,596 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $50,819,458 | 523,696 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $47,815,470 | 541,757 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $53,907,355 | 600,706 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,271,842 | 614,407 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $57,014,336 | 553,591 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,608,296 | 565,559 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,882,467 | 577,208 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $71,054,504 | 636,347 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $64,402,200 | 613,939 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $61,890,309 | 634,187 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $63,982,504 | 648,121 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $90,161,046 | 934,021 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $95,496,072 | 1,042,989 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $123,190,324 | 1,391,038 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $143,452,800 | 1,795,629 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $205,579,327 | 2,541,782 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||