Position in DUK
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$480,287
+$57,277 QoQ
Shares Held
3,668
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DGS Capital Management, LLC holds $10,411,636 across 16 Utilities - Regulated Electric names. DUK ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
50,519 | $2,818,455 | |
| 2 | ED |
Consolidated Edison Inc
|
12,632 | $1,429,689 | |
| 3 | EVRG |
Evergy, Inc.
|
15,327 | $1,255,587 | |
| 4 | ETR |
Entergy Corp /De/
|
8,045 | $903,936 | |
| 5 | EIX |
Edison International
|
9,832 | $719,505 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,891 | $492,768 | |
| 7 | DUK |
Duke Energy CORP
This page
|
3,668 | $480,287 | |
| 8 | NEE |
Nextera Energy Inc
|
4,158 | $386,195 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,287 | 3,668 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $423,010 | 3,609 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $262,102 | 2,118 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $209,922 | 1,779 | Shares | Sole | 2026-02-24 | |
| 2024-03-31 | $222,819 | 2,304 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||