OSAIC HOLDINGS, INC.

Position in DUK — Duke Energy CORP

CIK 1677044 SCOTTSDALE, AZ

Back to DUK Full portfolio

Position in DUK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$74,875,679

+$22,899,024 QoQ

Shares Held

571,832

+29.0% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3.5538409882622872.ToString("F0")% Shared 0.ToString("F0")% None 96.4461590117377.ToString("F0")%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $467,748,699 across 42 Utilities - Regulated Electric names. DUK ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,095,389	$101,739,728
2	DUK	Duke Energy CORP This page	571,832	$74,875,679
3	SO	Southern Co	550,002	$53,086,191
4	AEP	American Electric Power Co Inc	221,219	$28,997,384
5	WEC	Wec Energy Group, Inc.	237,301	$27,472,336
6	D	Dominion Energy, Inc	327,150	$20,224,412
7	ED	Consolidated Edison Inc	166,390	$18,832,018
8	DTE	Dte Energy Co	100,829	$14,743,214

All Filings in DUK

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$74,875,679	571,832	+29.0%	Shares	Defined	2026-05-15
2025-12-31	$51,976,655	443,449	-15.1%	Shares	Defined	2026-02-17
2025-09-30	$64,626,332	522,233	+9.1%	Shares	Defined	2025-11-14
2025-06-30	$56,488,842	478,719	+36.7%	Shares	Defined	2025-09-04
2025-03-31	$42,728,406	350,319	+3.9%	Shares	Sole	2025-05-12
2024-12-31	$36,337,899	337,274	-2.6%	Shares	Defined	2025-06-06
2024-09-30	$39,932,077	346,332	-1.6%	Shares	Defined	2024-11-13
2024-06-30	$35,286,168	352,052	-13.4%	Shares	Defined	2024-08-13
2024-03-31	$39,310,001	406,473	-41.1%	Shares	Defined	2024-05-10
2023-12-31	$66,992,919	690,364	-26.5%	Shares	Defined	2024-02-12
2023-09-30	$82,920,619	939,504	+39.6%	Shares	Defined	2023-11-13
2023-06-30	$60,402,105	673,079	+8.2%	Shares	Defined	2023-08-21
2023-03-31	$60,038,196	622,351	+7.3%	Shares	Sole	2023-05-12
2022-12-31	$59,758,088	580,232	+8.3%	Shares	Defined	2023-02-10
2022-09-30	$49,853,414	535,943	+4.7%	Shares	Defined	2022-11-14
2022-06-30	$54,853,241	511,643	+16.5%	Shares	Defined	2022-08-10
2022-03-31	$49,041,626	439,205	-1.1%	Shares	Defined	2022-05-04
2021-12-31	$46,575,071	443,995	+3.2%	Shares	Defined	2022-02-03
2021-09-30	$41,978,724	430,154	+9.7%	Shares	Defined	2021-11-05
2021-06-30	$38,716,893	392,189	-3.8%	Shares	Defined	2021-08-02
2021-03-31	$39,364,640	407,797	-1.0%	Shares	Defined	2021-05-13
2020-12-31	$37,708,708	411,847	+6.1%	Shares	Defined	2021-02-10
2020-09-30	$34,383,504	388,251	+6.4%	Shares	Defined	2020-11-12
2020-06-30	$29,150,656	364,885	-37.8%	Shares	Defined	2020-08-14
2020-03-31	$47,418,723	586,285	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.