Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,627,846
+$317,556 QoQ
Shares Held
12,432
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parallel Advisors, LLC holds $31,780,721 across 38 Utilities - Regulated Electric names. DUK ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,671 | $12,879,762 | |
| 2 | ED |
Consolidated Edison Inc
|
14,939 | $1,690,796 | |
| 3 | DUK |
Duke Energy CORP
This page
|
12,432 | $1,627,846 | |
| 4 | SO |
Southern Co
|
14,962 | $1,444,132 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,498 | $1,244,997 | |
| 6 | EVRG |
Evergy, Inc.
|
12,411 | $1,016,709 | |
| 7 | ETR |
Entergy Corp /De/
|
7,549 | $848,205 | |
| 8 | IDA |
Idacorp Inc
|
5,824 | $832,657 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,627,846 | 12,432 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,310,290 | 11,179 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,416,937 | 11,450 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,288,914 | 10,923 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,163,471 | 9,539 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $892,518 | 8,284 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $972,094 | 8,431 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $702,211 | 7,006 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $653,662 | 6,759 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $665,597 | 6,859 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $813,139 | 9,213 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $762,520 | 8,497 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $845,751 | 8,767 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $911,564 | 8,851 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $921,828 | 9,910 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $950,952 | 8,870 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $983,501 | 8,808 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $924,903 | 8,817 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $902,902 | 9,252 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,000,527 | 10,135 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $614,316 | 6,364 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $442,417 | 4,832 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $456,172 | 5,151 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $456,331 | 5,712 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $588,402 | 7,275 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||