Fisher Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 850529 PLANO, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$939,476

-$484,496 QoQ

Shares Held

7,422

-31.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,132

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fisher Asset Management, LLC holds $29,346,301 across 17 Utilities - Regulated Electric names. DUK ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	117,458	$11,241,905
2	NEE	Nextera Energy Inc	38,176	$3,350,707
3	PPL	PPL Corp	77,973	$2,834,318
4	OGE	Oge Energy Corp.	57,643	$2,804,908
5	NGG	National Grid PLC	22,537	$1,867,641
6	ETR	Entergy Corp /De/	13,838	$1,589,432
7	D	Dominion Energy, Inc	14,381	$982,078
8	DUK	Duke Energy CORP This page	7,422	$939,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,476	7,422	-31.8%	Shares	Defined	2026-08-04
2026-03-31	$1,423,972	10,875	+33.7%	Shares	Defined	2026-05-05
2025-12-31	$953,620	8,136	+19.2%	Shares	Defined	2026-02-09
2025-09-30	$844,841	6,827	+19.7%	Shares	Defined	2025-11-12
2025-06-30	$672,836	5,702	-19.5%	Shares	Sole	2025-08-13
2025-03-31	$864,157	7,085	+33.3%	Shares	Sole	2025-05-14
2024-12-31	$572,853	5,317	+50.4%	Shares	Sole	2025-02-05
2024-09-30	$407,700	3,536	-37.4%	Shares	Sole	2024-11-12
2024-06-30	$565,898	5,646	+11.6%	Shares	Sole	2024-08-14
2024-03-31	$489,255	5,059	-52.4%	Shares	Sole	2024-05-09
2023-12-31	$1,032,214	10,637	+17.4%	Shares	Sole	2024-03-05
2023-09-30	$799,370	9,057	-20.2%	Shares	Sole	2023-11-13
2023-06-30	$1,018,100	11,345	+123.6%	Shares	Sole	2023-12-12
2023-03-31	$489,392	5,073	+4.9%	Shares	Sole	2023-12-12
2022-12-31	$497,956	4,835	-16.5%	Shares	Sole	2023-02-03
2022-09-30	$538,399	5,788	-12.0%	Shares	Sole	2022-11-08
2022-06-30	$705,120	6,577	-67.7%	Shares	Sole	2022-08-09
2022-03-31	$2,271,946	20,347	+173.4%	Shares	Sole	2022-05-05
2021-12-31	$780,560	7,441	-6.2%	Shares	Sole	2022-02-02
2021-09-30	$774,571	7,937	+13.2%	Shares	Sole	2021-10-26
2021-06-30	$692,224	7,012	+9.0%	Shares	Sole	2021-07-27
2021-03-31	$621,170	6,435	-12.6%	Shares	Sole	2021-04-27
2020-12-31	$674,156	7,363	-18.2%	Shares	Defined	2021-01-29
2020-09-30	$796,951	8,999	+96.8%	Shares	Sole	2020-11-12
2020-06-30	$365,257	4,572	-33.8%	Shares	Sole	2020-08-07
2020-03-31	$558,233	6,902	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.