Mesirow Financial Investment Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1469475 CHICAGO, IL

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,405,417

-$62,420 QoQ

Shares Held

11,103

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#974

of 2,446 holders

Holding Since

Dec 2023

11 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, 2026

Mesirow Financial Investment Management, Inc. holds $19,863,199 across 13 Utilities - Regulated Electric names. DUK ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	41,317	$5,652,578
2	WEC	Wec Energy Group, Inc.	21,861	$2,552,708
3	EXC	Exelon Corp	49,683	$2,316,221
4	NEE	Nextera Energy Inc	20,918	$1,835,972
5	DUK	Duke Energy CORP This page	11,103	$1,405,417
6	SO	Southern Co	14,586	$1,396,026
7	PNW	Pinnacle West Capital Corp	10,646	$1,139,122
8	ED	Consolidated Edison Inc	9,098	$1,006,511

All Filings in DUK

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,405,417	11,103	-1.0%	Shares	Sole	2026-07-22
2026-03-31	$1,467,837	11,210	+8.8%	Shares	Sole	2026-04-21
2025-12-31	$1,207,849	10,305	-16.1%	Shares	Sole	2026-02-05
2025-09-30	$1,520,763	12,289	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,448,686	12,277	+0.2%	Shares	Sole	2025-08-04
2025-03-31	$1,494,376	12,252	-0.6%	Shares	Sole	2025-05-08
2024-12-31	$1,327,572	12,322	+0.9%	Shares	Sole	2025-02-07
2024-09-30	$1,407,928	12,211	+1.4%	Shares	Sole	2024-11-01
2024-06-30	$1,207,069	12,043	+1.5%	Shares	Sole	2024-08-09
2024-03-31	$1,147,560	11,866	+10.1%	Shares	Sole	2024-04-25
2023-12-31	$1,045,897	10,778	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.