Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$754,219,460
-$54,289,602 QoQ
Shares Held
5,958,441
-3.5% QoQ
Ownership
0.764%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#17
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. DUK ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,219,460 | 5,958,441 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $808,509,062 | 6,174,653 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $724,593,391 | 6,182,010 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $784,037,552 | 6,335,657 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $747,941,702 | 6,338,489 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $746,693,997 | 6,121,948 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $640,029,361 | 5,940,499 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $688,559,954 | 5,971,899 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $621,911,513 | 6,204,844 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $650,781,897 | 6,729,210 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $655,053,283 | 6,750,343 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $614,215,813 | 6,959,164 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $652,738,068 | 7,273,658 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $690,600,270 | 7,158,705 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $739,373,449 | 7,179,080 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $680,740,823 | 7,318,220 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $832,737,486 | 7,767,349 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $855,620,096 | 7,662,727 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $809,903,002 | 7,720,715 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $764,326,830 | 7,832,020 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $758,559,839 | 7,683,953 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $709,292,303 | 7,347,895 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $669,286,751 | 7,309,816 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $658,179,159 | 7,432,014 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $588,154,813 | 7,362,058 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $585,772,105 | 7,242,484 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||