Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$906,312
+$10,290 QoQ
Shares Held
7,160
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,145
of 2,440 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026V-Square Quantitative Management LLC holds $14,466,668 across 24 Utilities - Regulated Electric names. DUK ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,917 | $1,309,265 | |
| 2 | ED |
Consolidated Edison Inc
|
10,666 | $1,179,979 | |
| 3 | EIX |
Edison International
|
14,225 | $1,059,051 | |
| 4 | EXC |
Exelon Corp
|
21,459 | $1,000,418 | |
| 5 | DUK |
Duke Energy CORP
This page
|
7,160 | $906,312 | |
| 6 | CMS |
Cms Energy Corp
|
11,560 | $884,340 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,866 | $800,724 | |
| 8 | SO |
Southern Co
|
8,004 | $766,062 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,312 | 7,160 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $896,022 | 6,843 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $674,309 | 5,753 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $893,614 | 7,573 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $855,009 | 7,010 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $779,283 | 7,233 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $822,896 | 7,137 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $680,862 | 6,793 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $639,639 | 6,614 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $336,146 | 3,464 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $305,732 | 3,464 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $124,738 | 1,390 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $227,379 | 2,357 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||