Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,860,425
+$982,436 QoQ
Shares Held
82,942
-1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Metis Global Partners, LLC holds $100,722,185 across 27 Utilities - Regulated Electric names. DUK ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
234,742 | $21,802,836 | |
| 2 | SO |
Southern Co
|
117,427 | $11,334,054 | |
| 3 | DUK |
Duke Energy CORP
This page
|
82,942 | $10,860,425 | |
| 4 | AEP |
American Electric Power Co Inc
|
57,650 | $7,556,762 | |
| 5 | EXC |
Exelon Corp
|
141,450 | $6,933,879 | |
| 6 | D |
Dominion Energy, Inc
|
91,143 | $5,634,460 | |
| 7 | ETR |
Entergy Corp /De/
|
48,237 | $5,419,909 | |
| 8 | EIX |
Edison International
|
71,846 | $5,257,690 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,860,425 | 82,942 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,877,989 | 84,276 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,138,713 | 81,929 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,273,216 | 70,112 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,979,277 | 65,420 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,238,038 | 57,899 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,366,174 | 55,214 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,799,914 | 47,889 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,385,798 | 45,350 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,369,323 | 45,026 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,058,194 | 45,980 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,601,086 | 40,128 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,324,541 | 24,096 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,645,883 | 15,981 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,062,288 | 11,420 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,231,521 | 11,487 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,356,892 | 12,152 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $703,564 | 6,707 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||