Harel Insurance Investments & Financial Services Ltd.

Insurance

Position in DUK — Duke Energy CORP

CIK 1429390 Ramat Gan, L3

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$316,576

-$161,093 QoQ

Shares Held

2,501

-31.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,791

of 2,446 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Harel Insurance Investments & Financial Services Ltd. holds $2,816,072 across 22 Utilities - Regulated Electric names. DUK ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,825	$1,213,420
2	DUK	Duke Energy CORP This page	2,501	$316,576
3	SO	Southern Co	2,615	$250,281
4	AEP	American Electric Power Co Inc	1,634	$223,547
5	D	Dominion Energy, Inc	1,184	$80,855
6	ETR	Entergy Corp /De/	616	$70,753
7	XEL	Xcel Energy Inc	832	$66,809
8	EXC	Exelon Corp	1,366	$63,682

All Filings in DUK

Export CSV

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,576	2,501	-31.4%	Shares	Defined	2026-07-29
2026-03-31	$477,669	3,648	+330.2%	Shares	Defined	2026-05-05
2025-12-31	$99,394	848	+5.0%	Shares	Defined	2026-02-03
2025-09-30	$99,990	808	-59.6%	Shares	Defined	2025-10-29
2022-09-30	$186,040	2,000	+17.1%	Shares	Defined	2022-10-31
2021-06-30	$168,613	1,708	-30.1%	Shares	Defined	2021-07-26
2021-03-31	$236,015	2,445	+11.7%	Shares	Defined	2021-04-27
2020-12-31	$200,424	2,189	0.0%	Shares	Defined	2021-01-26
2020-09-30	$193,857	2,189	+232.2%	Shares	Defined	2020-10-20
2020-03-31	$53,299	659	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.