Position in DUK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$554,138
+$85,298 QoQ
Shares Held
4,232
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PDS Planning, Inc holds $7,043,999 across 15 Utilities - Regulated Electric names. DUK ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,664 | $1,919,272 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,428 | $1,104,742 | |
| 3 | SO |
Southern Co
|
6,319 | $609,909 | |
| 4 | DUK |
Duke Energy CORP
This page
|
4,232 | $554,138 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,254 | $425,311 | |
| 6 | KEP |
Korea Electric Power Corp
|
27,947 | $398,244 | |
| 7 | NGG |
National Grid PLC
|
4,161 | $352,020 | |
| 8 | EXC |
Exelon Corp
|
5,646 | $276,766 |
All Filings in DUK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,138 | 4,232 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $468,840 | 4,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $514,305 | 4,156 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $470,820 | 3,990 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $429,944 | 3,525 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $363,945 | 3,378 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $374,840 | 3,251 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $319,934 | 3,192 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $277,170 | 2,866 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $260,843 | 2,688 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $300,084 | 3,400 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $308,346 | 3,436 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $328,094 | 3,401 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $214,219 | 2,080 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $203,248 | 2,185 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $219,030 | 2,043 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $222,761 | 1,995 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $187,456 | 1,787 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $187,665 | 1,923 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $232,154 | 2,405 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||