Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,659,142,151
-$1,154,912 QoQ
Shares Held
13,107,459
+3.4% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#6
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. DUK ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
This page
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,142,151 | 13,107,459 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,660,297,063 | 12,679,831 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,446,445,233 | 12,340,630 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,540,914,451 | 12,451,834 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,447,473,904 | 12,266,728 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,403,905,916 | 11,510,256 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,205,348,894 | 11,187,571 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,291,266,139 | 11,199,186 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,100,319,320 | 10,977,944 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,053,749,251 | 10,895,970 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,007,796,783 | 10,385,375 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $923,907,086 | 10,468,016 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $895,246,682 | 9,976,005 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $979,008,326 | 10,148,319 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,031,771,424 | 10,018,171 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $835,427,403 | 8,981,159 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,006,445,233 | 9,387,606 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $600,180,089 | 5,375,068 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $576,850,025 | 5,499,047 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $545,577,280 | 5,590,504 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $572,011,711 | 5,794,284 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $475,625,798 | 4,927,233 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $499,559,777 | 5,456,092 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $439,052,403 | 4,957,683 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $316,772,634 | 3,965,110 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $292,904,650 | 3,621,472 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||