Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$790,340,962
-$76,109,310 QoQ
Shares Held
6,243,806
-5.6% QoQ
Ownership
0.801%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#16
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. DUK ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
This page
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,340,962 | 6,243,806 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $866,450,272 | 6,617,155 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,477,758,243 | 12,607,783 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,614,384,089 | 13,045,528 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,561,956,324 | 13,236,918 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,734,614,161 | 14,221,646 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,734,469,194 | 16,098,656 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,055,777,782 | 17,829,816 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,955,055,706 | 19,505,694 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,950,217,300 | 20,165,622 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,207,072,516 | 22,743,946 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,030,865,244 | 23,010,030 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,974,986,520 | 22,007,873 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,320,645,368 | 24,055,617 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,903,683,578 | 28,193,840 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,167,986,881 | 34,057,051 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,775,752,866 | 35,218,290 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,894,312,442 | 34,876,522 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,436,918,210 | 32,763,758 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,974,930,238 | 30,483,966 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,094,109,582 | 31,342,277 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,899,813,900 | 30,040,546 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,706,635,189 | 29,561,328 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,608,281,337 | 29,452,138 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,249,070,865 | 28,152,095 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,246,609,340 | 15,413,073 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||