Vanguard Personalized Indexing Management, LLC
Position in DUK — Duke Energy CORP
CIK 1767306
OAKLAND, CA
Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,099,547
+$281,887 QoQ
Shares Held
142,989
+5.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#255
of 2,459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $187,744,859 across 34 Utilities - Regulated Electric names. DUK ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
325,866 | $28,601,258 | |
| 2 | DUK |
Duke Energy CORP
This page
|
142,989 | $18,099,547 | |
| 3 | SO |
Southern Co
|
160,532 | $15,364,517 | |
| 4 | AEP |
American Electric Power Co Inc
|
86,241 | $11,798,631 | |
| 5 | D |
Dominion Energy, Inc
|
143,422 | $9,794,288 | |
| 6 | ETR |
Entergy Corp /De/
|
81,518 | $9,363,157 | |
| 7 | ED |
Consolidated Edison Inc
|
84,010 | $9,294,026 | |
| 8 | EXC |
Exelon Corp
|
182,426 | $8,504,700 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,099,547 | 142,989 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,817,660 | 136,075 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,473,208 | 123,481 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,946,425 | 128,860 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,250,624 | 120,768 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,701,467 | 104,136 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,298,327 | 95,585 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,789,546 | 84,905 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,309,573 | 72,928 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,532,682 | 57,209 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,854,523 | 50,026 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,867,715 | 55,152 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,724,990 | 52,652 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,897,396 | 50,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,563,968 | 34,605 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,792,239 | 40,768 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,871,781 | 36,114 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,106,939 | 27,825 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,811,937 | 17,273 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $986,439 | 10,108 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $793,708 | 8,040 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $377,432 | 3,910 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $311,487 | 3,402 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $240,086 | 2,711 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $253,251 | 3,170 | 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. | ||||||