Position in DUK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$75,841,101
+$10,934,893 QoQ
Shares Held
579,205
+4.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,360,025,509 across 34 Utilities - Regulated Electric names. DUK ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,411,734 | $185,050,091 | |
| 2 | EXC |
Exelon Corp
|
2,525,999 | $123,824,470 | |
| 3 | NEE |
Nextera Energy Inc
|
1,120,238 | $104,047,704 | |
| 4 | ETR |
Entergy Corp /De/
|
857,978 | $96,402,406 | |
| 5 | XEL |
Xcel Energy Inc
|
1,157,937 | $91,986,514 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
736,978 | $85,319,942 | |
| 7 | DUK |
Duke Energy CORP
This page
|
579,205 | $75,841,101 | |
| 8 | AEE |
Ameren Corp
|
594,693 | $65,368,653 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,841,101 | 579,205 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $64,906,208 | 553,760 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $54,073,428 | 436,957 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $55,595,936 | 471,152 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,417,556 | 454,354 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $63,409,190 | 588,539 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $76,634,835 | 664,656 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $70,701,038 | 705,388 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $66,518,973 | 687,819 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $53,120,277 | 547,406 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $41,609,999 | 471,448 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $46,161,895 | 514,396 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $45,876,694 | 475,554 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,986,572 | 262,031 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $33,445,712 | 359,554 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $41,104,312 | 383,400 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $38,019,559 | 340,494 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,733,787 | 273,916 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,050,775 | 277,188 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,600,489 | 147,898 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $11,077,782 | 114,760 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $17,795,875 | 194,363 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $16,814,620 | 189,867 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $16,296,281 | 203,984 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $15,902,543 | 196,619 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||