Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,295,907
-$151,937 QoQ
Shares Held
73,439
+1.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#343
of 2,446 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALLSTATE CORP holds $109,345,285 across 27 Utilities - Regulated Electric names. DUK ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
195,619 | $17,169,479 | |
| 2 | DUK |
Duke Energy CORP
This page
|
73,439 | $9,295,907 | |
| 3 | SO |
Southern Co
|
77,975 | $7,462,986 | |
| 4 | AEP |
American Electric Power Co Inc
|
50,249 | $6,874,565 | |
| 5 | D |
Dominion Energy, Inc
|
83,848 | $5,725,979 | |
| 6 | ETR |
Entergy Corp /De/
|
44,382 | $5,097,716 | |
| 7 | XEL |
Xcel Energy Inc
|
59,677 | $4,792,063 | |
| 8 | EXC |
Exelon Corp
|
95,528 | $4,453,515 |
All Filings in DUK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,295,907 | 73,439 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,447,844 | 72,154 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,926,759 | 59,097 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,533,557 | 28,554 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $2,913,985 | 23,891 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,486,423 | 23,078 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $237,444 | 2,369 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $229,105 | 2,369 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $239,397 | 2,467 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $200,703 | 2,274 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $204,068 | 2,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $226,608 | 2,349 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $783,753 | 7,610 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,389,811 | 14,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $741,785 | 6,919 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $807,636 | 7,233 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $768,707 | 7,328 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $660,293 | 6,766 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $872,289 | 8,836 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,030,361 | 10,674 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $615,374 | 6,721 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $482,740 | 5,451 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,231,983 | 15,421 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,063,976 | 13,155 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||