Parametric Portfolio Associates LLC

Position in DUK — Duke Energy CORP

CIK 932859 Seattle, WA

Position in DUK

as of Mar 31, 2022 · filed May 16, 2022 Compact

Position Value

$342,271,621

+$26,209,810 QoQ

Shares Held

3,065,302

+1.7% QoQ

Ownership

0.393%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Utilities · as of Mar 31, 2022

Parametric Portfolio Associates LLC holds $3,710,529,777 across 36 Utilities - Regulated Electric names. DUK ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,241,329	$698,122,979
2	DUK	Duke Energy CORP This page	3,065,302	$342,271,621
3	SO	Southern Co	3,610,783	$261,817,875
4	D	Dominion Energy, Inc	2,633,985	$223,809,705
5	AEP	American Electric Power Co Inc	1,816,658	$181,247,968
6	EXC	Exelon Corp	3,441,026	$163,896,068
7	WEC	Wec Energy Group, Inc.	1,460,556	$145,778,094
8	PEG	Public Service Enterprise Group Inc	1,944,320	$136,102,400

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2022-03-31	$342,271,621	3,065,302	+1.7%	Shares	Sole	2022-05-16
2021-12-31	$316,061,811	3,012,982	+4.5%	Shares	Sole	2022-02-15
2021-09-30	$281,470,053	2,884,210	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$274,303,589	2,778,602	+6.7%	Shares	Sole	2021-09-03
2021-03-31	$251,373,676	2,604,099	-3.2%	Shares	Sole	2021-05-17
2020-12-31	$246,232,033	2,689,297	+5.6%	Shares	Sole	2021-02-12
2020-09-30	$225,555,678	2,546,925	-5.7%	Shares	Sole	2020-11-12
2020-06-30	$215,752,611	2,700,621	-5.0%	Shares	Sole	2020-08-13
2020-03-31	$229,931,406	2,842,871	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.