Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,105,351
-$1,146,955 QoQ
Shares Held
95,634
-5.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#301
of 2,446 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. DUK ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
This page
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
|
139,450 | $6,501,159 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,105,351 | 95,634 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,252,306 | 101,209 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,189,605 | 103,998 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,443,705 | 108,636 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,691,776 | 116,032 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,161,936 | 116,110 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,654,709 | 117,456 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,719,201 | 118,987 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,122,217 | 120,944 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,805,099 | 122,067 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,127,574 | 124,975 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,465,238 | 129,903 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,973,380 | 133,423 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,685,997 | 131,502 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,307,061 | 138,917 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $12,717,973 | 136,723 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $14,717,145 | 137,274 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,910,321 | 142,489 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,756,912 | 140,676 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||