Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,719,752
+$571,072 QoQ
Shares Held
53,087
+13.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#416
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Equitable Holdings, Inc. holds $54,779,473 across 21 Utilities - Regulated Electric names. DUK ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
149,020 | $13,079,485 | |
| 2 | SO |
Southern Co
|
83,999 | $8,039,544 | |
| 3 | DUK |
Duke Energy CORP
This page
|
53,087 | $6,719,752 | |
| 4 | PPL |
PPL Corp
|
146,224 | $5,315,242 | |
| 5 | AEP |
American Electric Power Co Inc
|
32,200 | $4,405,282 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
50,804 | $4,123,252 | |
| 7 | ED |
Consolidated Edison Inc
|
19,066 | $2,109,271 | |
| 8 | D |
Dominion Energy, Inc
|
21,034 | $1,436,411 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,719,752 | 53,087 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $6,148,680 | 46,958 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,638,116 | 39,571 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,059,495 | 32,804 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,682,190 | 31,205 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,113,528 | 25,527 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,455,825 | 22,794 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,561,389 | 22,215 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,718,037 | 27,118 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,344,250 | 24,240 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,328,571 | 23,996 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,192,996 | 24,847 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,114,543 | 23,563 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,623,107 | 16,825 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,248,341 | 12,121 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $792,716 | 8,522 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $783,919 | 7,312 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $848,616 | 7,600 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $652,478 | 6,220 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $627,113 | 6,426 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $513,936 | 5,206 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $568,175 | 5,886 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $546,063 | 5,964 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $491,153 | 5,546 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $347,281 | 4,347 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $340,666 | 4,212 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||