Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,291,427
+$529,221 QoQ
Shares Held
32,774
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BAHL & GAYNOR INC holds $911,672,635 across 11 Utilities - Regulated Electric names. DUK ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,249,543 | $487,577,553 | |
| 2 | PPL |
PPL Corp
|
4,181,418 | $159,730,167 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,031,567 | $119,424,511 | |
| 4 | CMS |
Cms Energy Corp
|
1,044,889 | $81,062,488 | |
| 5 | LNT |
Alliant Energy Corp
|
775,746 | $55,667,532 | |
| 6 | DUK |
Duke Energy CORP
This page
|
32,774 | $4,291,427 | |
| 7 | SO |
Southern Co
|
18,876 | $1,821,911 | |
| 8 | IDA |
Idacorp Inc
|
5,000 | $714,850 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,291,427 | 32,774 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,762,206 | 32,098 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,062,341 | 32,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,917,246 | 33,197 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,173,935 | 34,221 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,517,064 | 32,644 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,936,918 | 34,145 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,477,379 | 34,694 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,344,618 | 34,584 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,253,460 | 33,527 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,886,278 | 32,702 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,819,451 | 31,418 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,941,852 | 30,495 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,227,500 | 31,338 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,586,049 | 27,801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,986,763 | 27,859 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,079,917 | 27,583 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,928,178 | 27,914 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,728,323 | 27,957 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,768,997 | 28,049 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,707,569 | 28,049 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,612,756 | 28,536 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,640,682 | 29,818 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,411,479 | 30,185 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,445,892 | 30,241 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||