Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,151,224
+$99,734 QoQ
Shares Held
8,792
-2.0% QoQ
Ownership
0.001%
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)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ancora Advisors LLC holds $19,521,480 across 29 Utilities - Regulated Electric names. DUK ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
79,766 | $7,408,665 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
98,225 | $6,476,956 | |
| 3 | AEP |
American Electric Power Co Inc
|
11,232 | $1,472,290 | |
| 4 | DUK |
Duke Energy CORP
This page
|
8,792 | $1,151,224 | |
| 5 | SO |
Southern Co
|
10,983 | $1,060,079 | |
| 6 | D |
Dominion Energy, Inc
|
6,270 | $387,611 | |
| 7 | XEL |
Xcel Energy Inc
|
2,660 | $211,310 | |
| 8 | ES |
Eversource Energy
|
3,039 | $210,541 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||