Position in DUK
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$29,241,389
+$3,085,861 QoQ
Shares Held
223,319
+0.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.5461221565466596.ToString("F0")%
Shared 0.ToString("F0")%
None 97.45387784345334.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $306,219,670 across 32 Utilities - Regulated Electric names. DUK ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
957,442 | $92,412,301 | |
| 2 | ETR |
Entergy Corp /De/
|
485,852 | $54,590,330 | |
| 3 | NEE |
Nextera Energy Inc
|
441,582 | $41,014,136 | |
| 4 | DUK |
Duke Energy CORP
This page
|
223,319 | $29,241,389 | |
| 5 | DTE |
Dte Energy Co
|
81,820 | $11,963,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
90,700 | $10,500,339 | |
| 7 | AEP |
American Electric Power Co Inc
|
63,819 | $8,365,394 | |
| 8 | D |
Dominion Energy, Inc
|
133,997 | $8,283,694 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,241,389 | 223,319 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $26,155,528 | 223,151 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,842,541 | 192,667 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $19,304,564 | 163,598 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,558,011 | 160,351 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,337,693 | 151,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,958,903 | 138,412 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,860,806 | 138,290 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $12,396,674 | 128,184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,173,570 | 125,449 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,834,017 | 111,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,487,250 | 94,576 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,712,977 | 90,318 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,474,326 | 82,283 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,818,272 | 73,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,122,603 | 66,436 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,413,862 | 57,441 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,662,199 | 63,510 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,243,315 | 53,728 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,139,955 | 52,066 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,438,256 | 45,978 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,784,870 | 19,494 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,077,706 | 23,461 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,014,426 | 25,215 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,302,572 | 28,469 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||