Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,499,792
+$3,218,283 QoQ
Shares Held
35,549
+263.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#552
of 2,446 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. DUK ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
This page
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,499,792 | 35,549 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,281,509 | 9,787 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,154,752 | 9,852 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,758,487 | 14,210 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,605,272 | 13,604 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,656,718 | 13,583 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $644,285 | 5,980 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $585,839 | 5,081 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,377,962 | 13,748 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $973,096 | 10,062 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $968,071 | 9,976 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,007,576 | 11,416 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,059,111 | 11,802 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $899,486 | 9,324 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $886,228 | 8,605 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $638,582 | 6,865 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $703,940 | 6,566 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $726,348 | 6,505 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $648,596 | 6,183 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $504,735 | 5,172 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $536,247 | 5,432 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $501,666 | 5,197 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $466,223 | 5,092 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $506,031 | 5,714 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $386,507 | 4,838 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||