Blueshift Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1727827 RED BANK, NJ

Position in DUK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,894,308

+$1,390,770 QoQ

Shares Held

14,467

+255.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Blueshift Asset Management, LLC holds $2,420,674 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	CMS	Cms Energy Corp	10,360	$792,540
2	OGE	Oge Energy Corp.	9,717	$472,829
3	EXC	Exelon Corp	9,469	$441,444
4	PNW	Pinnacle West Capital Corp	3,545	$379,315
5	NGG	National Grid PLC	4,037	$334,546

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,894,308	14,467	+255.5%	Shares	Sole	2026-05-14
2025-09-30	$503,538	4,069	-2.0%	Shares	Sole	2025-11-13
2025-06-30	$490,172	4,154	-55.2%	Shares	Sole	2025-08-13
2025-03-31	$1,130,295	9,267	+95.0%	Shares	Sole	2025-05-08
2024-03-31	$459,565	4,752	+8.3%	Shares	Sole	2024-05-15
2023-06-30	$393,689	4,387	-14.5%	Shares	Sole	2023-08-15
2023-03-31	$494,698	5,128	-21.2%	Shares	Sole	2023-05-12
2022-09-30	$605,560	6,510	+101.1%	Shares	Sole	2022-11-14
2021-12-31	$339,561	3,237	-86.1%	Shares	Sole	2022-02-11
2021-09-30	$2,265,356	23,213	+348.4%	Shares	Sole	2021-11-12
2021-06-30	$511,073	5,177	-53.1%	Shares	Sole	2021-08-13
2021-03-31	$1,066,173	11,045	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.