Skip to main content
Equibles

Summit Global Investments

Position in DUK — Duke Energy CORP

CIK 1697953 BOUNTIFUL, UT
Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,961,592
+$1,787,715 QoQ
Shares Held
23,397
+161.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#679
of 2,459 holders
Holding Since
Mar 2020
23 quarters on record

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. DUK ranks #4 (8.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EVRG
Evergy, Inc.
 62,992 $5,444,398
2 ED
Consolidated Edison Inc
 41,488 $4,589,817
3 DTE
Dte Energy Co
 29,060 $4,427,872
4 DUK
Duke Energy CORP
This page 		23,397 $2,961,592
5 CMS
Cms Energy Corp
 34,813 $2,663,194
6 PEG
Public Service Enterprise Group Inc
 31,733 $2,575,450
7 PPL
PPL Corp
 57,691 $2,097,067
8 AEE
Ameren Corp
 18,370 $2,076,544

All Filings in DUK

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,961,592 23,397
2026-03-31 $1,173,877 8,965
2025-12-31 $1,111,268 9,481
2025-06-30 $1,792,892 15,194
2025-03-31 $869,158 7,126
2024-12-31 $1,157,019 10,739
2024-09-30 $1,845,837 16,009
2023-12-31 $1,027,459 10,588
2023-09-30 $1,107,927 12,553
2023-06-30 $1,897,103 21,140
2023-03-31 $647,699 6,714
2022-12-31 $865,218 8,401
2022-09-30 $6,341,545 68,174
2022-06-30 $9,878,114 92,138
2022-03-31 $10,084,014 90,310
2021-12-31 $7,092,184 67,609
2021-09-30 $3,457,125 35,425
2021-06-30 $2,982,824 30,215
2021-03-31 $3,906,376 40,468
2020-12-31 $6,202,549 67,743
2020-09-30 $2,132,436 24,079
2020-06-30 $2,954,092 36,977
2020-03-31 $6,386,931 78,968