Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$69,182,803
+$6,205,285 QoQ
Shares Held
528,355
-1.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.48832092684614.ToString("F0")%
Shared 3.511679073153847.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, 2026MACQUARIE GROUP LTD holds $763,264,123 across 30 Utilities - Regulated Electric names. DUK ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,228,411 | $114,094,812 | |
| 2 | SO |
Southern Co
|
740,742 | $71,496,417 | |
| 3 | DUK |
Duke Energy CORP
This page
|
528,355 | $69,182,803 | |
| 4 | XEL |
Xcel Energy Inc
|
623,130 | $49,501,446 | |
| 5 | AEP |
American Electric Power Co Inc
|
365,471 | $47,905,937 | |
| 6 | ETR |
Entergy Corp /De/
|
316,769 | $35,592,164 | |
| 7 | D |
Dominion Energy, Inc
|
557,754 | $34,480,351 | |
| 8 | EXC |
Exelon Corp
|
680,105 | $33,338,747 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,182,803 | 528,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,977,518 | 537,305 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $184,122,921 | 1,487,862 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $229,285,800 | 1,943,100 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $310,467,559 | 2,545,442 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $326,207,951 | 3,027,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $384,662,591 | 3,336,189 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,470,246 | 3,845,857 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $410,960,826 | 4,249,414 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $422,095,662 | 4,349,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $74,514,121 | 844,257 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,410,109 | 851,461 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $81,084,481 | 840,515 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $87,720,701 | 851,740 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $73,133,717 | 786,215 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87,162,478 | 813,007 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $89,997,512 | 805,996 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $88,056,415 | 839,432 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $46,616,789 | 477,680 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $49,158,017 | 497,954 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $46,006,099 | 476,599 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $46,288,340 | 505,552 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $59,943,339 | 676,867 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $38,227,762 | 478,505 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $37,429,160 | 462,774 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||