Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,425,487
+$307,125 QoQ
Shares Held
49,072
-6.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DEAN INVESTMENT ASSOCIATES, LLC holds $53,284,151 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
121,466 | $9,753,719 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
74,186 | $8,662,699 | |
| 3 | AEE |
Ameren Corp
|
58,845 | $6,651,838 | |
| 4 | POR |
Portland General Electric Co /Or/
|
128,069 | $6,637,816 | |
| 5 | OGE |
Oge Energy Corp.
|
110,557 | $5,379,703 | |
| 6 | CNP |
Centerpoint Energy Inc
|
107,763 | $4,745,882 | |
| 7 | LNT |
Alliant Energy Corp
|
58,829 | $4,488,064 | |
| 8 | AEP |
American Electric Power Co Inc
|
27,721 | $3,792,510 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,425,487 | 49,072 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,118,362 | 52,200 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,714,427 | 54,258 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,523,748 | 55,286 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,676,881 | 54,742 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,510,835 | 60,431 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,134,418 | 61,877 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $8,897,016 | 88,766 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,964,630 | 92,696 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,513,707 | 87,734 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,440,141 | 84,298 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,313,899 | 81,501 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,660,682 | 79,410 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,926,798 | 67,257 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,246,793 | 56,405 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $5,934,609 | 55,355 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $6,180,827 | 55,354 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $5,845,237 | 55,722 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,482,313 | 56,177 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,581,431 | 56,538 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,454,620 | 56,507 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $5,201,340 | 56,808 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,248,508 | 59,265 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,315,977 | 54,024 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,315,028 | 53,351 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||