Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$208,602
+$15,859 QoQ
Shares Held
1,648
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,074
of 2,446 holders
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Axiom Investment Management LLC holds $1,611,798 across 10 Utilities - Regulated Electric names. DUK ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
10,720 | $1,185,950 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,648 | $208,602 | |
| 3 | AEP |
American Electric Power Co Inc
|
711 | $97,269 | |
| 4 | NEE |
Nextera Energy Inc
|
485 | $42,566 | |
| 5 | EXC |
Exelon Corp
|
547 | $25,500 | |
| 6 | FE |
Firstenergy Corp
|
517 | $24,578 | |
| 7 | XEL |
Xcel Energy Inc
|
157 | $12,607 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
123 | $9,982 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,602 | 1,648 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $192,743 | 1,472 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $68,647 | 738 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $222,980 | 2,310 | Shares | Sole | 2021-05-20 | |
| No filing history on record for this holder in this stock. | ||||||