Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,173,877
+$62,609 QoQ
Shares Held
8,965
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. DUK ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
This page
|
8,965 | $1,173,877 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,173,877 | 8,965 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,111,268 | 9,481 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,792,892 | 15,194 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $869,158 | 7,126 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,157,019 | 10,739 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,845,837 | 16,009 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $1,027,459 | 10,588 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,107,927 | 12,553 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,897,103 | 21,140 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $647,699 | 6,714 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $865,218 | 8,401 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,341,545 | 68,174 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,878,114 | 92,138 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $10,084,014 | 90,310 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,092,184 | 67,609 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,457,125 | 35,425 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,982,824 | 30,215 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $3,906,376 | 40,468 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $6,202,549 | 67,743 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,132,436 | 24,079 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,954,092 | 36,977 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,386,931 | 78,968 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||