Position in DUK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$31,965,500
+$2,451,101 QoQ
Shares Held
252,532
+12.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#177
of 2,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. DUK ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
This page
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,965,500 | 252,532 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $29,514,399 | 225,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,376,785 | 216,507 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $24,553,113 | 198,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,926,438 | 211,241 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,405,619 | 208,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,307,158 | 188,483 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,222,242 | 158,042 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,565,719 | 155,300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,623,809 | 151,213 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,135,825 | 114,755 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,103,563 | 114,475 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,430,839 | 116,234 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,975,753 | 82,676 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,420,392 | 91,469 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,570,490 | 92,136 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,580,447 | 98,689 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,427,257 | 93,384 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,595,296 | 81,938 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,688,530 | 78,784 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,849,983 | 69,388 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,459,401 | 66,916 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $6,454,980 | 70,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,433,884 | 72,650 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $5,732,187 | 71,751 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,958,106 | 73,666 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||