Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$59,267,414
+$9,026,129 QoQ
Shares Held
468,221
+22.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#127
of 2,452 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, 2026MML INVESTORS SERVICES, LLC holds $364,385,336 across 30 Utilities - Regulated Electric names. DUK ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
756,057 | $66,359,122 | |
| 2 | DUK |
Duke Energy CORP
This page
|
468,221 | $59,267,414 | |
| 3 | SO |
Southern Co
|
429,658 | $41,122,567 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
328,738 | $38,386,736 | |
| 5 | ETR |
Entergy Corp /De/
|
219,157 | $25,172,373 | |
| 6 | AEP |
American Electric Power Co Inc
|
182,155 | $24,920,625 | |
| 7 | ED |
Consolidated Edison Inc
|
214,839 | $23,767,638 | |
| 8 | NGG |
National Grid PLC
|
130,538 | $10,817,684 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,267,414 | 468,221 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $50,241,285 | 383,697 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $50,718,759 | 432,717 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $49,723,368 | 401,805 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,992,828 | 364,346 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,778,262 | 342,529 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $34,418,620 | 319,460 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,498,582 | 255,842 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $26,466,032 | 264,053 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,935,360 | 288,857 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $28,179,348 | 290,389 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,205,686 | 251,594 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,714,988 | 253,120 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,488,877 | 212,386 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,768,823 | 221,078 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,613,674 | 200,104 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,098,980 | 187,473 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,102,126 | 135,251 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,715,884 | 130,752 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,352,161 | 126,572 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,659,819 | 118,110 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,778,153 | 111,656 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,490,285 | 103,651 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,679,499 | 98,007 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,933,396 | 99,304 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,310,985 | 90,393 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||