Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$459,983,863
-$68,585,160 QoQ
Shares Held
3,633,938
-10.0% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#28
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. DUK ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,983,863 | 3,633,938 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $528,569,023 | 4,036,727 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $403,307,764 | 3,440,899 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $509,323,190 | 4,115,743 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $410,895,116 | 3,482,162 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $390,045,905 | 3,197,884 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $322,002,637 | 2,988,701 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $379,694,194 | 3,293,098 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $344,513,457 | 3,437,229 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $362,626,708 | 3,749,630 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $310,824,256 | 3,203,053 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $286,296,989 | 3,243,791 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $259,420,744 | 2,890,804 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $290,299,929 | 3,009,225 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $316,943,067 | 3,077,416 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $284,970,297 | 3,063,538 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $322,781,641 | 3,010,742 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $261,539,984 | 2,342,289 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $242,642,821 | 2,313,087 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $233,264,781 | 2,390,253 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $430,368,649 | 4,359,488 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $308,649,744 | 3,197,449 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $142,493,539 | 1,556,286 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $175,710,917 | 1,984,089 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $246,790,510 | 3,089,129 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $248,834,188 | 3,076,585 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||