Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$29,969,207
+$578,284 QoQ
Shares Held
236,761
+5.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#183
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. DUK ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
This page
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,969,207 | 236,761 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $29,390,923 | 224,461 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,968,084 | 187,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,567,916 | 182,367 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $21,753,064 | 184,348 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $20,713,677 | 169,826 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $23,429,140 | 217,460 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $26,658,397 | 231,209 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $25,800,003 | 257,408 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $24,972,843 | 258,224 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $24,839,814 | 255,975 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $22,768,255 | 257,968 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $21,893,329 | 243,964 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,855,720 | 174,725 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,699,037 | 171,852 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,886,524 | 224,538 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $24,009,357 | 223,947 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $25,205,458 | 225,734 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,529,966 | 100,381 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $10,019,174 | 102,666 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,572,977 | 96,971 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $7,448,351 | 77,161 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,339,065 | 69,234 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,335,828 | 60,251 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,185,916 | 52,396 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,894,453 | 72,879 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||