Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$924,034
-$37,851 QoQ
Shares Held
7,300
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,136
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. DUK ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
This page
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
|
5,885 | $472,565 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,034 | 7,300 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $961,885 | 7,346 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $861,024 | 7,346 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $919,833 | 7,433 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $896,446 | 7,597 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $944,169 | 7,741 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $845,651 | 7,849 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $911,561 | 7,906 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $806,250 | 8,044 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $783,254 | 8,099 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $789,808 | 8,139 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $730,969 | 8,282 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $838,620 | 9,345 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $905,178 | 9,383 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $976,036 | 9,477 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $881,643 | 9,478 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,059,770 | 9,885 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,505,958 | 13,487 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,821,588 | 17,365 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,311,516 | 23,686 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,356,742 | 23,873 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,646,080 | 27,412 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,348,056 | 25,645 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,098,606 | 23,697 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,896,588 | 23,740 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,657,069 | 20,488 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||