Position in DUK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,812,392
+$1,577,840 QoQ
Shares Held
67,301
+9.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37%
Shared 6%
None 57%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Savant Capital, LLC holds $69,784,662 across 33 Utilities - Regulated Electric names. DUK ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
218,993 | $21,137,204 | |
| 2 | NEE |
Nextera Energy Inc
|
110,120 | $10,227,945 | |
| 3 | DUK |
Duke Energy CORP
This page
|
67,301 | $8,812,392 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,869 | $3,784,148 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
27,136 | $3,141,534 | |
| 6 | ED |
Consolidated Edison Inc
|
17,663 | $1,999,098 | |
| 7 | EXC |
Exelon Corp
|
39,382 | $1,930,505 | |
| 8 | ES |
Eversource Energy
|
24,659 | $1,708,375 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,812,392 | 67,301 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,234,552 | 61,723 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,420,792 | 59,966 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $6,877,984 | 58,288 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $7,139,757 | 58,537 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $9,021,501 | 83,734 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,654,069 | 83,730 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,231,990 | 82,131 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,866,197 | 81,338 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,727,489 | 79,632 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,039,794 | 79,762 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,579,018 | 73,312 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,624,482 | 47,937 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,552,368 | 15,073 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,650,546 | 17,744 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,585,421 | 14,788 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,706,388 | 15,282 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,555,981 | 14,833 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,459,556 | 14,956 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,190,563 | 12,060 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,142,142 | 11,832 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,089,564 | 11,900 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,072,904 | 12,115 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,123,093 | 14,058 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,117,680 | 13,819 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||