Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$333,284
-$3,100 QoQ
Shares Held
2,633
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,752
of 2,446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AlTi Global, Inc. holds $11,217,881 across 10 Utilities - Regulated Electric names. DUK ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
87,565 | $6,519,214 | |
| 2 | NEE |
Nextera Energy Inc
|
14,973 | $1,314,179 | |
| 3 | ED |
Consolidated Edison Inc
|
9,555 | $1,057,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,934 | $538,209 | |
| 5 | XEL |
Xcel Energy Inc
|
5,893 | $473,207 | |
| 6 | DUK |
Duke Energy CORP
This page
|
2,633 | $333,284 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,544 | $287,630 | |
| 8 | ETR |
Entergy Corp /De/
|
2,370 | $272,217 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,284 | 2,633 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $336,384 | 2,569 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $297,126 | 2,535 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $321,749 | 2,600 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $295,472 | 2,504 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $236,011 | 1,935 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $231,424 | 2,148 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $245,357 | 2,128 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $211,685 | 2,112 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||