Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,387,208
-$387,092 QoQ
Shares Held
58,360
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $10,026,237 across 8 Utilities - Regulated Electric names. DUK ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
58,360 | $7,387,208 | |
| 2 | PCG |
PG&E Corp
|
120,184 | $2,021,494 | |
| 3 | NEE |
Nextera Energy Inc
|
2,615 | $229,518 | |
| 4 | AEP |
American Electric Power Co Inc
|
888 | $121,487 | |
| 5 | XEL |
Xcel Energy Inc
|
1,314 | $105,514 | |
| 6 | LNT |
Alliant Energy Corp
|
953 | $72,704 | |
| 7 | SO |
Southern Co
|
473 | $45,270 | |
| 8 | EVRG |
Evergy, Inc.
|
498 | $43,042 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,387,208 | 58,360 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,774,300 | 59,373 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,427,199 | 80,430 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $9,340,649 | 75,480 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,073,238 | 93,841 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,688,410 | 71,234 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,632,107 | 52,275 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,373,895 | 63,954 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,368,302 | 83,491 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,195,919 | 64,067 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,940,599 | 40,608 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,450,274 | 27,762 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,616,278 | 29,154 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,241,295 | 33,599 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,511,649 | 34,097 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,179,144 | 34,177 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,824,736 | 184,915 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $38,883,137 | 348,228 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $42,054,829 | 400,904 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,893,147 | 439,524 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,623,017 | 421,627 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $46,558,542 | 482,322 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,219,304 | 122,535 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,041,465 | 11,760 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,422,520 | 17,806 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,439,501 | 17,798 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||