Vanguard Personalized Indexing Management, LLC

Position in DUK — Duke Energy CORP

CIK 1767306 OAKLAND, CA

Back to DUK Full portfolio

Position in DUK

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

Position Value

$17,817,660

+$3,344,452 QoQ

Shares Held

136,075

+10.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

Vanguard Personalized Indexing Management, LLC holds $181,609,382 across 35 Utilities - Regulated Electric names. DUK ranks #2 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	333,286	$30,955,603
2	DUK	Duke Energy CORP This page	136,075	$17,817,660
3	SO	Southern Co	157,180	$15,171,013
4	AEP	American Electric Power Co Inc	83,509	$10,946,359
5	ETR	Entergy Corp /De/	81,381	$9,143,969
6	ED	Consolidated Edison Inc	79,734	$9,024,294
7	D	Dominion Energy, Inc	139,033	$8,595,020
8	EXC	Exelon Corp	162,472	$7,964,377

All Filings in DUK

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,817,660	136,075	+10.2%	Shares	Sole	2026-05-14
2025-12-31	$14,473,208	123,481	-4.2%	Shares	Sole	2026-02-13
2025-09-30	$15,946,425	128,860	+6.7%	Shares	Sole	2025-10-31
2025-06-30	$14,250,624	120,768	+16.0%	Shares	Sole	2025-07-25
2025-03-31	$12,701,467	104,136	+8.9%	Shares	Sole	2025-05-14
2024-12-31	$10,298,327	95,585	+12.6%	Shares	Sole	2025-02-10
2024-09-30	$9,789,546	84,905	+16.4%	Shares	Sole	2024-11-12
2024-06-30	$7,309,573	72,928	+27.5%	Shares	Sole	2024-08-12
2024-03-31	$5,532,682	57,209	+14.4%	Shares	Sole	2024-05-09
2023-12-31	$4,854,523	50,026	-9.3%	Shares	Sole	2024-02-08
2023-09-30	$4,867,715	55,152	+4.7%	Shares	Sole	2023-11-08
2023-06-30	$4,724,990	52,652	+3.7%	Shares	Sole	2023-07-28
2023-03-31	$4,897,396	50,766	+46.7%	Shares	Sole	2023-05-10
2022-12-31	$3,563,968	34,605	-15.1%	Shares	Sole	2023-02-10
2022-09-30	$3,792,239	40,768	+12.9%	Shares	Sole	2022-11-14
2022-06-30	$3,871,781	36,114	+29.8%	Shares	Sole	2022-08-12
2022-03-31	$3,106,939	27,825	+61.1%	Shares	Sole	2022-05-16
2021-12-31	$1,811,937	17,273	+70.9%	Shares	Sole	2022-02-23
2021-09-30	$986,439	10,108	+25.7%	Shares	Sole	2021-11-09
2021-06-30	$793,708	8,040	+105.6%	Shares	Sole	2021-08-11
2021-03-31	$377,432	3,910	+14.9%	Shares	Sole	2021-04-28
2020-12-31	$311,487	3,402	+25.5%	Shares	Sole	2021-01-20
2020-09-30	$240,086	2,711	-14.5%	Shares	Sole	2020-10-26
2020-06-30	$253,251	3,170	-56.1%	Shares	Sole	2020-07-27
2020-03-31	$583,710	7,217	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.