Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$710,608,600
+$8,548,652 QoQ
Shares Held
5,613,909
+4.7% QoQ
Ownership
0.720%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#18
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Mar 31, 2026CallValue
$288,068
CallShares
2,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. DUK ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
This page
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in DUK
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,608,600 | 5,613,909 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $288,068 | 2,200 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $702,059,948 | 5,361,692 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,391,084 | 20,400 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $3,188,112 | 27,200 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $498,874,239 | 4,256,243 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $3,366,000 | 27,200 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $2,524,500 | 20,400 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $651,152,451 | 5,261,838 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,209,600 | 27,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,227,200 | 10,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $575,698,400 | 4,878,800 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $531,851,524 | 4,360,511 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $3,317,584 | 27,200 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $1,268,488 | 10,400 | Put | Defined | 2025-06-27 | |
| 2024-12-31 | $2,693,500 | 25,000 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $1,077,400 | 10,000 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $303,574,579 | 2,817,659 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $380,738,584 | 3,302,156 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $10,549,950 | 91,500 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $315,611,438 | 3,148,872 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $2,505,750 | 25,000 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $266,782,946 | 2,758,587 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,417,750 | 25,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $305,574,980 | 3,148,959 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $354,914,286 | 4,021,236 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $3,503,922 | 39,700 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $285,133,683 | 3,177,331 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $313,740,600 | 3,252,209 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $251,943,405 | 2,446,290 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $281,184,017 | 3,022,834 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $280,171,141 | 2,613,293 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $315,601,851 | 2,826,454 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $891,650 | 8,500 | Put | Defined | 2022-02-17 | |
| 2021-12-31 | $277,999,159 | 2,650,135 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $276,351,846 | 2,831,764 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $829,515 | 8,500 | Put | Defined | 2022-01-20 | |
| 2021-06-30 | $839,120 | 8,500 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $249,490,810 | 2,527,257 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $215,863,763 | 2,236,235 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $1,515,521 | 15,700 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $820,505 | 8,500 | Put | Defined | 2021-05-17 | |
| 2020-12-31 | $210,605,851 | 2,300,195 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $14,292,516 | 156,100 | Put | Defined | 2021-02-12 | |
| 2020-12-31 | $11,371,752 | 124,200 | Call | Defined | 2021-02-12 | |
| 2020-09-30 | $14,718,672 | 166,200 | Put | Defined | 2020-11-13 | |
| 2020-09-30 | $224,445,134 | 2,534,385 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $7,828,704 | 88,400 | Call | Defined | 2020-11-13 | |
| 2020-06-30 | $276,239,326 | 3,457,746 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $4,705,521 | 58,900 | Put | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||