Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$324,500,108
-$376,435 QoQ
Shares Held
2,563,597
+3.3% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#34
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. DUK ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,500,108 | 2,563,597 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $324,876,543 | 2,481,110 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $276,856,114 | 2,362,052 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $283,139,876 | 2,287,999 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,967,754 | 1,974,303 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,138,652 | 1,804,859 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $178,202,283 | 1,654,003 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $181,297,950 | 1,572,402 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $162,972,977 | 1,625,990 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $151,772,902 | 1,569,361 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $151,572,016 | 1,561,954 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $131,779,329 | 1,493,081 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $131,013,220 | 1,459,920 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $127,297,567 | 1,319,556 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $122,606,814 | 1,190,473 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $97,674,069 | 1,050,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $104,858,777 | 978,069 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $95,865,581 | 858,549 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $83,983,989 | 800,610 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $75,535,928 | 774,013 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $68,712,476 | 696,034 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $62,648,066 | 649,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $58,361,717 | 637,415 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $53,834,207 | 607,884 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $49,020,024 | 613,594 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $46,595,210 | 576,103 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||