Position in DUK
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$16,130,342
+$1,018,164 QoQ
Shares Held
127,432
+10.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#264
of 2,446 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Rakuten Investment Management, Inc. holds $167,387,397 across 20 Utilities - Regulated Electric names. DUK ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
341,078 | $29,936,416 | |
| 2 | SO |
Southern Co
|
184,383 | $17,647,296 | |
| 3 | DUK |
Duke Energy CORP
This page
|
127,432 | $16,130,342 | |
| 4 | XEL |
Xcel Energy Inc
|
150,401 | $12,077,200 | |
| 5 | EXC |
Exelon Corp
|
246,508 | $11,492,202 | |
| 6 | D |
Dominion Energy, Inc
|
143,816 | $9,821,194 | |
| 7 | ETR |
Entergy Corp /De/
|
74,887 | $8,601,520 | |
| 8 | ED |
Consolidated Edison Inc
|
60,270 | $6,667,670 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,130,342 | 127,432 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $15,112,178 | 115,413 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,990,465 | 102,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,003,017 | 16,186 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $8,639,135 | 70,830 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $5,043,222 | 43,740 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $3,293,257 | 32,857 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $2,004,798 | 20,730 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $184,958 | 1,906 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||