Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,113,162
+$160,773 QoQ
Shares Held
56,195
+5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#403
of 2,446 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$367,082
PutShares
2,900
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 Jun 30, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. DUK ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,113,162 | 56,195 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $367,082 | 2,900 | Put | Sole | 2026-08-13 | |
| 2026-03-31 | $6,952,389 | 53,096 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,053,788 | 26,054 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,612,215 | 13,028 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,584,268 | 13,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,838,209 | 15,071 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,636,828 | 24,474 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,857,941 | 24,787 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,412,335 | 24,068 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,584,749 | 37,067 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,664,041 | 17,148 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,093,011 | 12,384 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $929,526 | 10,358 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,084,033 | 11,237 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,829,720 | 17,766 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,040,614 | 11,187 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $1,327,367 | 12,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,103,535 | 9,883 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $940,218 | 8,963 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $712,797 | 7,304 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $602,685 | 6,105 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $387,954 | 4,019 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $280,082 | 3,059 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||