Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$57,342,423
-$18,015,285 QoQ
Shares Held
437,929
-31.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Sep 30, 2025CallValue
$12,375,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Zimmer Partners, LP holds $1,113,999,199 across 13 Utilities - Regulated Electric names. DUK ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,342,607 | $231,575,812 | |
| 2 | XEL |
Xcel Energy Inc
|
2,629,300 | $208,871,592 | |
| 3 | PCG |
PG&E Corp
|
6,420,105 | $112,801,244 | |
| 4 | ETR |
Entergy Corp /De/
|
928,573 | $104,334,462 | |
| 5 | IDA |
Idacorp Inc
|
723,692 | $103,466,245 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
833,814 | $96,530,646 | |
| 7 | TXNM |
Txnm Energy Inc
|
1,532,247 | $89,575,159 | |
| 8 | DUK |
Duke Energy CORP
This page
|
437,929 | $57,342,423 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,342,423 | 437,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75,357,708 | 642,929 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,495,463 | 456,529 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $12,375,000 | 100,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $87,134,622 | 738,429 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,147,750 | 75,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $184,373,389 | 1,511,629 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,453,624 | 2,027,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $166,262,600 | 1,442,000 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $7,502,100 | 85,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $101,677,842 | 1,133,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,870,117 | 827,927 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $67,300,496 | 602,727 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,468,962 | 223,727 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $81,918,000 | 925,000 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||