Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$763,530
-$39,394 QoQ
Shares Held
6,032
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,236
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, 2026Northwest Bancshares, Inc. holds $2,948,844 across 7 Utilities - Regulated Electric names. DUK ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,032 | $763,530 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,310 | $589,651 | |
| 3 | PPL |
PPL Corp
|
14,893 | $541,360 | |
| 4 | D |
Dominion Energy, Inc
|
4,679 | $319,528 | |
| 5 | SO |
Southern Co
|
2,756 | $263,776 | |
| 6 | EXC |
Exelon Corp
|
5,112 | $238,321 | |
| 7 | NEE |
Nextera Energy Inc
|
2,651 | $232,678 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,530 | 6,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $802,924 | 6,132 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $721,661 | 6,157 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $761,928 | 6,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $726,526 | 6,157 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $766,215 | 6,282 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $679,516 | 6,307 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $864,288 | 7,496 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $777,985 | 7,762 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $768,070 | 7,942 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $679,182 | 6,999 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $623,556 | 7,065 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $518,697 | 5,780 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $553,737 | 5,740 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $610,215 | 5,925 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $541,841 | 5,825 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $701,260 | 6,541 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $771,347 | 6,908 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $726,432 | 6,925 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $690,449 | 7,075 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $695,284 | 7,043 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $699,745 | 7,249 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $678,917 | 7,415 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $656,672 | 7,415 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $592,384 | 7,415 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $716,920 | 8,864 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||