Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,622,477
-$1,046,511 QoQ
Shares Held
12,391
-45.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $100,018,240 across 10 Utilities - Regulated Electric names. DUK ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
546,033 | $36,005,416 | |
| 2 | TXNM |
Txnm Energy Inc
|
515,726 | $30,149,341 | |
| 3 | EIX |
Edison International
|
240,396 | $17,592,179 | |
| 4 | EXC |
Exelon Corp
|
147,679 | $7,239,224 | |
| 5 | CIG |
Energy Co Of Minas Gerais
|
717,492 | $1,714,805 | |
| 6 | EVRG |
Evergy, Inc.
|
20,654 | $1,691,975 | |
| 7 | DUK |
Duke Energy CORP
This page
|
12,391 | $1,622,477 | |
| 8 | ED |
Consolidated Edison Inc
|
14,074 | $1,592,895 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,622,477 | 12,391 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,668,988 | 22,771 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,083,455 | 16,836 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,838,204 | 15,578 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,164,569 | 9,548 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,160,898 | 10,775 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,121,523 | 9,727 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||