Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,388,799
-$116,726 QoQ
Shares Held
26,772
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#635
of 2,446 holders
Holding Since
Jun 2023
11 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, 2026Morningstar Investment Management LLC holds $13,735,740 across 6 Utilities - Regulated Electric names. DUK ranks #3 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
67,602 | $5,032,968 | |
| 2 | ES |
Eversource Energy
|
59,884 | $4,327,816 | |
| 3 | DUK |
Duke Energy CORP
This page
|
26,772 | $3,388,799 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,265 | $446,684 | |
| 5 | D |
Dominion Energy, Inc
|
4,492 | $306,758 | |
| 6 | MGEE |
Mge Energy Inc
|
2,854 | $232,715 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,388,799 | 26,772 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,505,525 | 26,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,590,223 | 22,099 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,112,107 | 81,714 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $983,450 | 9,128 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,052,458 | 9,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $921,314 | 9,192 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $888,958 | 9,192 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $891,991 | 9,192 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $815,081 | 9,235 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $828,748 | 9,235 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||