Analyst IMS Investment Management Services Ltd.
Position in DUK — Duke Energy CORP
CIK 1634208
Tel-aviv, L3
Position in DUK
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$261,749
+$46,083 QoQ
Shares Held
1,999
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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, 2026Analyst IMS Investment Management Services Ltd. holds $3,041,405 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,652 | $3,041,405 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,749 | 1,999 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $215,666 | 1,840 | Shares | Defined | 2026-01-20 | |
| 2024-12-31 | $255,020 | 2,367 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $222,067 | 1,926 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $209,180 | 2,087 | Shares | Defined | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||