Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$921,502
-$229,722 QoQ
Shares Held
7,280
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,137
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, 2026Ancora Advisors LLC holds $17,524,307 across 13 Utilities - Regulated Electric names. DUK ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
97,785 | $7,003,361 | |
| 2 | NEE |
Nextera Energy Inc
|
76,569 | $6,720,460 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,862 | $1,486,030 | |
| 4 | DUK |
Duke Energy CORP
This page
|
7,280 | $921,502 | |
| 5 | SO |
Southern Co
|
9,617 | $920,443 | |
| 6 | DTE |
Dte Energy Co
|
1,086 | $165,473 | |
| 7 | ED |
Consolidated Edison Inc
|
791 | $87,508 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
750 | $80,250 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,502 | 7,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,151,224 | 8,792 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,051,490 | 8,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $977,500 | 7,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,016,924 | 8,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,018,327 | 8,349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $899,412 | 8,348 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $981,778 | 8,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $718,548 | 7,169 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $634,803 | 6,564 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $672,971 | 6,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $748,709 | 8,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $840,863 | 9,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $911,159 | 9,445 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $973,666 | 9,454 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $944,431 | 10,153 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,063,415 | 9,919 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $966,193 | 8,653 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $873,816 | 8,330 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $702,062 | 7,194 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $704,860 | 7,140 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $685,941 | 7,106 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $689,812 | 7,534 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $608,406 | 6,870 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $462,642 | 5,791 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $457,699 | 5,659 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||