Position in DUK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,277,929
+$802,266 QoQ
Shares Held
40,308
+5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2026Banque Cantonale Vaudoise holds $31,350,572 across 20 Utilities - Regulated Electric names. DUK ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,072 | $6,879,806 | |
| 2 | DUK |
Duke Energy CORP
This page
|
40,308 | $5,277,929 | |
| 3 | EXC |
Exelon Corp
|
66,179 | $3,244,094 | |
| 4 | XEL |
Xcel Energy Inc
|
39,735 | $3,156,548 | |
| 5 | SO |
Southern Co
|
18,270 | $1,763,420 | |
| 6 | D |
Dominion Energy, Inc
|
28,018 | $1,732,072 | |
| 7 | PCG |
PG&E Corp
|
98,435 | $1,729,502 | |
| 8 | ED |
Consolidated Edison Inc
|
12,036 | $1,362,234 |
All Filings in DUK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,277,929 | 40,308 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,475,663 | 38,185 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,580,358 | 37,013 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,881,964 | 32,898 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,963,903 | 32,499 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $6,814,806 | 59,105 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,755,618 | 37,470 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,380,866 | 45,299 | Shares | Sole | 2024-04-10 | |
| 2023-03-31 | $2,451,881 | 25,416 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,181,876 | 30,895 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,633,675 | 28,313 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,035,436 | 28,313 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,320,741 | 20,784 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,208,261 | 30,584 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,174,695 | 22,284 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,199,876 | 22,284 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,763,267 | 28,626 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,248,768 | 57,326 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,639,334 | 18,511 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,462,689 | 30,826 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,768,846 | 71,326 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||