Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,587,900
+$9,835,506 QoQ
Shares Held
1,086,964
+11.4% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#70
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 48%
None 52%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $9,541,878,445 across 37 Utilities - Regulated Electric names. DUK ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
14,077,782 | $1,616,974,036 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,728,413 | $1,330,944,179 | |
| 3 | SO |
Southern Co
|
10,863,803 | $980,248,442 | |
| 4 | DTE |
Dte Energy Co
|
5,606,302 | $854,232,233 | |
| 5 | NEE |
Nextera Energy Inc
|
9,201,237 | $807,592,567 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,822,834 | $679,932,321 | |
| 7 | AEE |
Ameren Corp
|
5,936,910 | $671,108,303 | |
| 8 | PCG |
PG&E Corp
|
36,787,426 | $618,764,502 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,587,900 | 1,086,964 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $127,752,394 | 975,656 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $109,105,160 | 930,852 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $112,056,614 | 905,508 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $111,362,146 | 943,747 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $131,876,889 | 1,081,224 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $103,156,523 | 957,458 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $127,318,292 | 1,104,235 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $112,141,831 | 1,118,845 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $111,422,684 | 1,152,132 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $117,763,666 | 1,213,558 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $110,226,498 | 1,248,884 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $146,212,930 | 1,629,295 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $149,758,385 | 1,552,383 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $172,221,833 | 1,672,219 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $147,749,802 | 1,588,366 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $159,414,941 | 1,486,941 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $264,478,766 | 2,368,608 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $238,779,566 | 2,276,259 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $180,072,675 | 1,845,196 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $382,989,667 | 3,879,555 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $269,051,309 | 2,787,230 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $290,630,116 | 3,174,204 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $93,061,503 | 1,050,830 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $75,973,230 | 950,973 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $76,633,798 | 947,500 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||