Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,141,759
+$13,866,948 QoQ
Shares Held
123,276
+535.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Derivatives in DUK
reported options exposure · as of Dec 31, 2022CallValue
$10,999,332
CallShares
106,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CIBC WORLD MARKET INC. holds $1,184,719,149 across 18 Utilities - Regulated Electric names. DUK ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
12,377,601 | $642,026,163 | |
| 2 | FTS |
Fortis Inc.
|
7,835,890 | $437,164,303 | |
| 3 | NEE |
Nextera Energy Inc
|
552,905 | $51,353,816 | |
| 4 | DUK |
Duke Energy CORP
This page
|
123,276 | $16,141,759 | |
| 5 | AEP |
American Electric Power Co Inc
|
67,456 | $8,842,132 | |
| 6 | EXC |
Exelon Corp
|
114,255 | $5,600,780 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
55,262 | $4,473,458 | |
| 8 | NGG |
National Grid PLC
|
50,415 | $4,265,109 |
All Filings in DUK
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,141,759 | 123,276 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,274,811 | 19,408 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,400,255 | 19,396 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,630,552 | 98,564 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,218,780 | 149,371 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,436,903 | 78,308 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,364,778 | 89,894 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,134,461 | 91,135 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,730,688 | 90,277 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,496,608 | 159,693 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,175,241 | 35,976 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,432,375 | 38,248 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,970,801 | 41,161 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,999,332 | 106,800 | Call | Sole | 2023-02-13 | |
| 2022-12-31 | $4,193,958 | 40,722 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,850,376 | 41,393 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $3,720,800 | 40,000 | Call | Sole | 2022-11-10 | |
| 2022-06-30 | $4,709,520 | 43,928 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,275,935 | 47,250 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,895,578 | 46,669 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,337,485 | 44,446 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,744,285 | 48,058 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,634,019 | 48,006 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,870,076 | 53,190 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,313,846 | 48,711 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,261,013 | 53,336 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,648,254 | 45,107 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||