Supplemental Annuity Collective Trust of NJ
Position in DUK — Duke Energy CORP
CIK 1483065
TRENTON, NJ
Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$632,900
-$56,630 QoQ
Shares Held
5,000
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,337
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, 2026Supplemental Annuity Collective Trust of NJ holds $5,732,663 across 14 Utilities - Regulated Electric names. DUK ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,375 | $1,173,923 | |
| 2 | SO |
Southern Co
|
7,230 | $691,983 | |
| 3 | DUK |
Duke Energy CORP
This page
|
5,000 | $632,900 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,490 | $477,466 | |
| 5 | D |
Dominion Energy, Inc
|
5,641 | $385,223 | |
| 6 | ETR |
Entergy Corp /De/
|
2,937 | $337,343 | |
| 7 | XEL |
Xcel Energy Inc
|
4,004 | $321,521 | |
| 8 | EXC |
Exelon Corp
|
6,563 | $305,967 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,900 | 5,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $689,530 | 5,266 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $703,260 | 6,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $742,500 | 6,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $708,000 | 6,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $731,820 | 6,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $646,440 | 6,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $691,800 | 6,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $601,380 | 6,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $580,260 | 6,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $582,240 | 6,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $529,560 | 6,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $538,440 | 6,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $578,820 | 6,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $617,940 | 6,000 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $558,120 | 6,000 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $643,260 | 6,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $669,960 | 6,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $629,400 | 6,000 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $585,540 | 6,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $592,320 | 6,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $579,180 | 6,000 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $549,360 | 6,000 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $531,360 | 6,000 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $479,340 | 6,000 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $485,280 | 6,000 | Shares | Sole | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||