Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,742,734
+$413,574 QoQ
Shares Held
21,668
+21.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#706
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $41,154,022 across 23 Utilities - Regulated Electric names. DUK ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
194,124 | $17,038,263 | |
| 2 | SO |
Southern Co
|
29,533 | $2,826,603 | |
| 3 | DUK |
Duke Energy CORP
This page
|
21,668 | $2,742,734 | |
| 4 | ED |
Consolidated Edison Inc
|
22,196 | $2,455,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,520 | $1,576,051 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
18,543 | $1,504,949 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,703 | $1,483,329 | |
| 8 | PCG |
PG&E Corp
|
79,575 | $1,338,451 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,742,734 | 21,668 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,329,160 | 17,788 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $2,292,743 | 19,561 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $2,420,426 | 19,559 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $1,752,300 | 14,850 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,339,473 | 10,982 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,120,387 | 10,399 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $980,395 | 8,503 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $830,605 | 8,287 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $680,838 | 7,040 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $652,496 | 6,724 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $606,610 | 6,873 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,140,118 | 23,848 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $2,685,049 | 27,833 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,927,593 | 28,426 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,595,443 | 27,902 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,978,293 | 27,780 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $3,136,528 | 28,090 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,820,236 | 26,885 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,669,769 | 27,357 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,145,086 | 21,729 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $2,129,934 | 22,065 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,079,785 | 22,715 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,048,127 | 23,127 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,939,648 | 24,279 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,003,801 | 24,775 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||