Position in DUK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$69,663,222
+$4,824,057 QoQ
Shares Held
532,024
-3.8% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $649,187,785 across 33 Utilities - Regulated Electric names. DUK ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,191,696 | $203,564,724 | |
| 2 | SO |
Southern Co
|
890,580 | $85,958,781 | |
| 3 | DUK |
Duke Energy CORP
This page
|
532,024 | $69,663,222 | |
| 4 | ED |
Consolidated Edison Inc
|
320,701 | $36,296,939 | |
| 5 | AEP |
American Electric Power Co Inc
|
236,808 | $31,040,792 | |
| 6 | D |
Dominion Energy, Inc
|
493,273 | $30,494,136 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
159,726 | $18,491,479 | |
| 8 | XEL |
Xcel Energy Inc
|
229,916 | $18,264,527 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,663,222 | 532,024 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $64,839,165 | 553,188 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $71,823,262 | 580,390 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $70,364,344 | 596,308 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $73,401,180 | 601,797 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $63,060,006 | 585,298 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,670,841 | 578,238 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $56,022,856 | 558,943 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $53,087,987 | 548,940 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $54,170,542 | 558,229 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $47,993,228 | 543,771 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $47,758,730 | 532,190 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $50,210,898 | 520,482 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $51,497,780 | 500,027 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $46,114,478 | 495,748 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,542,873 | 508,748 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $56,272,843 | 503,966 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $51,276,588 | 488,814 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $45,772,637 | 469,030 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $43,016,351 | 435,741 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $40,035,141 | 414,743 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $38,777,582 | 423,521 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $37,210,875 | 420,177 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $32,439,414 | 406,051 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $32,176,894 | 397,835 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||