CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in DUK — Duke Energy CORP
CIK 884546
SAN FRANCISCO, CA
Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,167,851,381
-$24,305,988 QoQ
Shares Held
9,226,192
+1.3% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#10
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. DUK ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
This page
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,851,381 | 9,226,192 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,192,157,369 | 9,104,608 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,046,817,394 | 8,931,127 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,098,003,059 | 8,872,752 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,025,555,700 | 8,691,150 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,055,802,079 | 8,656,244 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $922,528,597 | 8,562,545 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $971,619,264 | 8,426,880 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $861,209,435 | 8,592,332 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $832,299,702 | 8,606,139 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $826,333,251 | 8,515,388 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $677,212,801 | 7,672,930 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $677,430,747 | 7,548,816 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $724,588,484 | 7,511,024 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $771,237,216 | 7,488,467 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $688,044,567 | 7,396,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $780,311,259 | 7,278,344 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $818,491,359 | 7,330,211 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $749,970,800 | 7,149,388 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $624,241,363 | 6,396,571 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $603,901,929 | 6,117,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $424,598,402 | 4,398,616 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $309,237,307 | 3,377,428 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $291,223,449 | 3,288,431 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $272,539,222 | 3,411,431 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $277,101,107 | 3,426,077 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||