Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,425,495
+$2,937,598 QoQ
Shares Held
753,875
+6.7% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#89
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. DUK ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,425,495 | 753,875 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $92,487,897 | 706,338 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $72,242,969 | 616,355 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $72,274,702 | 584,038 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,337,440 | 596,080 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $77,784,415 | 637,734 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,287,037 | 522,434 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $61,587,725 | 534,152 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,728,891 | 536,056 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,834,569 | 567,000 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $55,258,553 | 569,441 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $50,160,098 | 568,322 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $51,819,195 | 577,437 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $55,379,278 | 574,057 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $58,150,315 | 564,621 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $51,018,678 | 548,470 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $60,269,065 | 562,159 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $62,278,140 | 557,748 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $57,401,699 | 547,204 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $52,893,388 | 541,996 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $51,651,883 | 523,216 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $51,033,479 | 528,680 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $46,109,798 | 503,602 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $43,774,765 | 494,295 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $38,085,719 | 476,727 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $34,316,413 | 424,288 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||