Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,868,465
+$476,956 QoQ
Shares Held
283,366
+4.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $542,960,823 across 38 Utilities - Regulated Electric names. DUK ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,623,742 | $230,285,832 | |
| 2 | AEP |
American Electric Power Co Inc
|
428,173 | $58,578,346 | |
| 3 | ETR |
Entergy Corp /De/
|
392,327 | $45,062,677 | |
| 4 | CMS |
Cms Energy Corp
|
581,655 | $44,496,606 | |
| 5 | DUK |
Duke Energy CORP
This page
|
283,366 | $35,868,465 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
390,415 | $31,686,080 | |
| 7 | SO |
Southern Co
|
281,598 | $26,951,742 | |
| 8 | D |
Dominion Energy, Inc
|
191,395 | $13,070,363 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,868,465 | 283,366 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $35,391,509 | 270,288 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $27,320,360 | 233,089 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $28,164,881 | 227,595 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,793,030 | 218,585 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,461,993 | 184,160 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,334,568 | 151,611 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,233,883 | 166,816 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,111,464 | 170,722 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $19,149,739 | 198,012 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,839,359 | 142,615 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,614,852 | 120,268 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,262,818 | 125,505 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,667,756 | 120,947 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $12,660,662 | 122,931 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $7,585,966 | 81,552 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $5,905,983 | 55,088 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,841,157 | 52,312 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,617,487 | 44,018 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,107,660 | 42,091 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,449,374 | 34,941 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,873,550 | 19,409 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,818,198 | 19,858 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,863,036 | 21,037 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,668,102 | 20,880 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,714,412 | 21,197 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||