Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,363,501
-$87,302 QoQ
Shares Held
18,672
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#754
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTPAC BANKING CORP holds $36,251,753 across 17 Utilities - Regulated Electric names. DUK ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
52,202 | $5,775,107 | |
| 2 | ES |
Eversource Energy
|
78,583 | $5,679,192 | |
| 3 | NEE |
Nextera Energy Inc
|
56,126 | $4,926,177 | |
| 4 | DUK |
Duke Energy CORP
This page
|
18,672 | $2,363,501 | |
| 5 | PCG |
PG&E Corp
|
103,022 | $1,732,829 | |
| 6 | EXC |
Exelon Corp
|
36,870 | $1,718,879 | |
| 7 | CMS |
Cms Energy Corp
|
22,343 | $1,709,239 | |
| 8 | EIX |
Edison International
|
22,745 | $1,693,365 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,363,501 | 18,672 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,450,803 | 18,717 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,198,858 | 18,760 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,324,148 | 18,781 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,226,424 | 18,868 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,100,079 | 17,218 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,860,023 | 17,264 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,996,649 | 17,317 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,753,724 | 17,497 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,539,816 | 15,922 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $700,822 | 7,222 | Shares | Defined | 2024-02-08 | |
| 2023-06-30 | $5,653 | 63 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,705,572 | 121,339 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $13,691,283 | 132,938 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $11,040,356 | 118,688 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $12,724,539 | 118,688 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,274,948 | 127,843 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $13,556,645 | 129,234 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $13,067,983 | 133,907 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $14,346,482 | 145,325 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $16,144,834 | 167,252 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,754,343 | 161,144 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,582,959 | 142,084 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $11,351,090 | 142,084 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $11,491,753 | 142,084 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||