Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$271,707,639
-$2,256,026 QoQ
Shares Held
2,146,529
+2.6% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#40
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 21%
None 15%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. DUK ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,707,639 | 2,146,529 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $273,963,665 | 2,092,284 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $238,325,083 | 2,033,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $242,225,031 | 1,957,374 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $229,557,672 | 1,945,404 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,595,209 | 1,939,782 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $203,814,988 | 1,891,730 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $212,449,471 | 1,842,580 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $182,093,651 | 1,816,758 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $152,475,111 | 1,576,622 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $152,013,934 | 1,566,508 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $136,017,748 | 1,541,103 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $135,469,707 | 1,509,580 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $139,961,084 | 1,450,825 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $148,701,078 | 1,443,840 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $131,638,739 | 1,415,166 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $152,494,965 | 1,422,395 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $161,772,561 | 1,448,796 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $145,094,008 | 1,383,165 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $135,415,786 | 1,387,599 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $138,759,351 | 1,405,585 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $138,256,733 | 1,432,267 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $132,250,179 | 1,444,410 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $126,613,169 | 1,429,688 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $110,979,033 | 1,389,148 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $111,127,259 | 1,373,977 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||