Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,388,944
+$612,627 QoQ
Shares Held
18,873
+24.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#748
of 2,446 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ethic Inc. holds $124,417,618 across 31 Utilities - Regulated Electric names. DUK ranks #17 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
387,468 | $18,063,758 | |
| 2 | ED |
Consolidated Edison Inc
|
162,939 | $18,025,941 | |
| 3 | EIX |
Edison International
|
137,989 | $10,273,281 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
123,610 | $10,032,187 | |
| 5 | ES |
Eversource Energy
|
132,466 | $9,573,317 | |
| 6 | AEE |
Ameren Corp
|
44,383 | $5,017,054 | |
| 7 | EVRG |
Evergy, Inc.
|
55,341 | $4,783,122 | |
| 8 | NEE |
Nextera Energy Inc
|
47,807 | $4,196,020 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,388,944 | 18,873 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $1,776,317 | 15,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,877,163 | 15,169 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,582,734 | 13,413 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,605,491 | 13,163 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,033,657 | 9,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $654,327 | 5,675 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $724,261 | 7,226 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $548,829 | 5,675 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $544,685 | 5,613 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $776,158 | 8,794 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $781,455 | 8,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $878,552 | 9,107 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $924,438 | 8,976 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,252,235 | 13,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,345,592 | 12,551 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $848,727 | 7,601 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||