Position in DUK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$913,907
-$234,698 QoQ
Shares Held
7,220
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,143
of 2,446 holders
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 Jun 30, 2026CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. DUK ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
16,824 | $2,301,691 | |
| 2 | SO |
Southern Co
|
21,222 | $2,031,157 | |
| 3 | NEE |
Nextera Energy Inc
|
21,432 | $1,881,086 | |
| 4 | DUK |
Duke Energy CORP
This page
|
7,220 | $913,907 | |
| 5 | PPL |
PPL Corp
|
19,600 | $712,460 | |
| 6 | DTE |
Dte Energy Co
|
4,465 | $680,332 | |
| 7 | XEL |
Xcel Energy Inc
|
7,595 | $609,878 | |
| 8 | D |
Dominion Energy, Inc
|
8,094 | $552,739 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,907 | 7,220 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,148,605 | 8,772 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,114,198 | 9,506 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,046,182 | 8,454 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $820,454 | 6,953 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $803,416 | 6,587 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $637,174 | 5,914 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $400,552 | 3,474 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $314,221 | 3,135 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $286,358 | 2,961 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $268,509 | 2,767 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $374,134 | 4,239 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $355,819 | 3,965 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $447,620 | 4,640 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $464,999 | 4,515 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $237,362 | 2,214 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $294,447 | 2,637 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $212,737 | 2,028 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $182,590 | 1,871 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $181,940 | 1,843 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $143,733 | 1,489 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $120,309 | 1,314 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $105,740 | 1,194 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $45,537 | 570 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $49,417 | 611 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||