Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,037,868
+$1,902,574 QoQ
Shares Held
268,904
+9.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#171
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. DUK ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,037,868 | 268,904 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $32,135,294 | 245,420 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $36,467,663 | 311,131 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $107,651,857 | 869,914 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $209,080,778 | 1,771,871 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $319,118,282 | 2,616,367 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $320,406,908 | 2,973,890 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $377,734,098 | 3,276,098 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $438,674,936 | 4,376,683 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $483,297,199 | 4,997,386 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $630,049,375 | 6,492,677 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $562,038,797 | 6,367,990 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $480,244,776 | 5,351,513 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $443,171,410 | 4,593,878 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $310,343,062 | 3,013,332 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $267,480,869 | 2,875,520 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $217,233,404 | 2,026,242 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $62,025,677 | 555,487 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $38,776,808 | 369,655 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,445,137 | 281,229 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $54,010,304 | 547,106 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $51,094,100 | 529,308 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,398,908 | 102,653 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,634,776 | 97,502 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,089,551 | 63,707 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,702,766 | 58,145 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||