Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$583,786
+$335,653 QoQ
Shares Held
4,612
+117.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,383
of 2,446 holders
Holding Since
Mar 2020
15 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, 2026Aigen Investment Management, LP holds $9,472,590 across 9 Utilities - Regulated Electric names. DUK ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
113,056 | $4,109,585 | |
| 2 | TXNM |
Txnm Energy Inc
|
28,679 | $1,628,393 | |
| 3 | D |
Dominion Energy, Inc
|
23,657 | $1,615,536 | |
| 4 | DUK |
Duke Energy CORP
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|
4,612 | $583,786 | |
| 5 | XEL |
Xcel Energy Inc
|
5,971 | $479,471 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
28,747 | $388,946 | |
| 7 | NGG |
National Grid PLC
|
2,788 | $231,041 | |
| 8 | FE |
Firstenergy Corp
|
4,818 | $229,047 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,786 | 4,612 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $248,133 | 2,117 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,254,948 | 10,141 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $1,249,029 | 11,593 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,193,351 | 19,023 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $547,857 | 5,466 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $435,465 | 4,514 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $353,770 | 3,435 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,502,889 | 26,907 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $801,645 | 7,642 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $1,318,117 | 13,655 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,066,619 | 33,493 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,367,651 | 26,735 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,155,688 | 14,466 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,255,987 | 102,077 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||