Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,850,545
+$967,389 QoQ
Shares Held
38,320
+29.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#527
of 2,440 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, 2026BROWN BROTHERS HARRIMAN & CO holds $39,831,382 across 32 Utilities - Regulated Electric names. DUK ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,955 | $6,491,030 | |
| 2 | SO |
Southern Co
|
54,466 | $5,212,940 | |
| 3 | DUK |
Duke Energy CORP
This page
|
38,320 | $4,850,545 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,288 | $2,638,791 | |
| 5 | D |
Dominion Energy, Inc
|
34,522 | $2,357,507 | |
| 6 | ETR |
Entergy Corp /De/
|
19,713 | $2,264,235 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
18,811 | $1,526,700 | |
| 8 | EXC |
Exelon Corp
|
32,135 | $1,498,133 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,850,545 | 38,320 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,883,156 | 29,656 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,667,113 | 22,755 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,872,732 | 23,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,440,004 | 20,678 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,437,082 | 19,981 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,249,287 | 20,877 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,772,965 | 24,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,469,065 | 24,634 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,804,318 | 18,657 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,669,961 | 17,209 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,559,465 | 17,669 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,617,742 | 18,027 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,747,457 | 18,114 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,836,826 | 17,835 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,799,843 | 19,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,248,193 | 20,970 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,317,726 | 20,757 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,122,441 | 20,233 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,870,702 | 19,169 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,601,337 | 16,221 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,631,453 | 16,901 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,547,272 | 16,899 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,487,365 | 16,795 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,389,526 | 17,393 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,535,992 | 18,991 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||