Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,958,971
-$1,925,872 QoQ
Shares Held
118,178
-8.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#279
of 2,446 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, 2026USS Investment Management Ltd holds $142,944,389 across 21 Utilities - Regulated Electric names. DUK ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
345,226 | $30,300,486 | |
| 2 | DUK |
Duke Energy CORP
This page
|
118,178 | $14,958,971 | |
| 3 | SO |
Southern Co
|
155,704 | $14,902,429 | |
| 4 | AEP |
American Electric Power Co Inc
|
81,975 | $11,214,999 | |
| 5 | D |
Dominion Energy, Inc
|
138,840 | $9,481,383 | |
| 6 | EIX |
Edison International
|
94,939 | $7,068,208 | |
| 7 | PCG |
PG&E Corp
|
381,865 | $6,422,969 | |
| 8 | ED |
Consolidated Edison Inc
|
49,407 | $5,465,896 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,958,971 | 118,178 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,884,843 | 128,951 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,568,148 | 124,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,381,011 | 124,291 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,666,338 | 124,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,159,773 | 124,291 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,130,808 | 214,691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,078,323 | 226,178 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,236,626 | 221,856 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,161,211 | 218,811 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,856,901 | 225,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,976,415 | 226,336 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,936,934 | 211,020 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,357,099 | 211,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,613,584 | 209,861 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,102,680 | 205,361 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $28,118,717 | 262,277 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,614,492 | 274,176 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $27,091,369 | 258,259 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,203,495 | 258,259 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,702,184 | 331,262 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $31,783,660 | 329,262 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,147,228 | 329,262 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $28,973,466 | 327,162 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $26,136,972 | 327,162 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $21,942,096 | 271,292 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||