Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$536,066
+$37,578 QoQ
Shares Held
4,235
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,430
of 2,452 holders
Holding Since
Mar 2020
17 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, 2026ASAHI LIFE ASSET MANAGEMENT CO., LTD. holds $3,050,860 across 7 Utilities - Regulated Electric names. DUK ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,352 | $645,285 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,235 | $536,066 | |
| 3 | XEL |
Xcel Energy Inc
|
5,570 | $447,271 | |
| 4 | DTE |
Dte Energy Co
|
2,790 | $425,112 | |
| 5 | EXC |
Exelon Corp
|
8,857 | $412,913 | |
| 6 | PCG |
PG&E Corp
|
21,890 | $368,189 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,850 | $216,024 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,066 | 4,235 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $498,488 | 3,807 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $523,330 | 4,435 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $533,618 | 4,375 | Shares | Sole | 2025-05-02 | |
| 2023-09-30 | $397,170 | 4,500 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $155,250 | 1,730 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $451,479 | 4,680 | Shares | Sole | 2023-05-01 | |
| 2022-06-30 | $492,093 | 4,590 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $568,349 | 5,090 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $207,702 | 1,980 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $390,360 | 4,000 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $545,921 | 5,530 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $568,561 | 5,890 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $544,782 | 5,950 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $550,843 | 6,220 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $456,970 | 5,720 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $583,144 | 7,210 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||