Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,083,512
-$2,231,092 QoQ
Shares Held
569,470
+0.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#110
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. DUK ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
This page
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,083,512 | 569,470 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $74,314,604 | 567,547 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $80,440,402 | 686,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,986,383 | 630,193 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $72,241,370 | 612,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $78,003,474 | 639,530 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $67,456,660 | 626,106 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $86,685,076 | 751,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,476,476 | 603,377 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,825,163 | 473,841 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $50,784,816 | 523,339 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $41,541,069 | 470,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,999,943 | 501,448 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $54,812,517 | 568,182 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67,641,360 | 656,776 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $67,982,178 | 730,834 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $85,231,199 | 794,993 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,316,649 | 701,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $60,815,984 | 579,752 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $35,118,444 | 359,857 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,461,576 | 409,862 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $51,562,464 | 534,160 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $39,956,051 | 436,392 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $60,040,137 | 677,960 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $44,064,128 | 551,560 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $55,642,204 | 687,960 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||