Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,376,486
+$23,947 QoQ
Shares Held
153,077
+3.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#243
of 2,446 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026iA Global Asset Management Inc. holds $203,743,563 across 16 Utilities - Regulated Electric names. DUK ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
1,425,936 | $109,084,104 | |
| 2 | DUK |
Duke Energy CORP
This page
|
153,077 | $19,376,486 | |
| 3 | SO |
Southern Co
|
186,800 | $17,878,628 | |
| 4 | NEE |
Nextera Energy Inc
|
145,331 | $12,755,701 | |
| 5 | ETR |
Entergy Corp /De/
|
98,710 | $11,337,830 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,185 | $10,696,489 | |
| 7 | EXC |
Exelon Corp
|
131,414 | $6,126,520 | |
| 8 | XEL |
Xcel Energy Inc
|
72,848 | $5,849,694 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,376,486 | 153,077 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,352,539 | 147,797 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,945,808 | 101,918 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,370,387 | 172,690 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,273,702 | 112,489 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $19,596,188 | 160,664 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,537,898 | 88,527 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,611,775 | 22,652 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,211,474 | 22,064 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $481,615 | 4,980 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||