TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Position in DUK — Duke Energy CORP
CIK 2071170
WARSAW, R9
Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$143,541
+$28,314 QoQ
Shares Held
1,134
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,155
of 2,452 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $3,489,090 across 25 Utilities - Regulated Electric names. DUK ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,630 | $845,225 | |
| 2 | EXC |
Exelon Corp
|
9,820 | $457,808 | |
| 3 | XEL |
Xcel Energy Inc
|
5,490 | $440,847 | |
| 4 | EIX |
Edison International
|
3,670 | $273,231 | |
| 5 | SO |
Southern Co
|
1,630 | $156,007 | |
| 6 | EVRG |
Evergy, Inc.
|
1,800 | $155,574 | |
| 7 | DUK |
Duke Energy CORP
This page
|
1,134 | $143,541 | |
| 8 | LNT |
Alliant Energy Corp
|
1,850 | $141,136 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,541 | 1,134 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $115,227 | 880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,144 | 880 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,900 | 880 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $103,840 | 880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $107,333 | 880 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $94,811 | 880 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $80,133 | 695 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $69,659 | 695 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $67,213 | 695 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $67,442 | 695 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $40,987 | 420 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $41,462 | 420 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $40,542 | 420 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $38,455 | 420 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||