Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,641,417
-$928,497 QoQ
Shares Held
44,568
-11.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#471
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026NISA INVESTMENT ADVISORS, LLC holds $227,105,340 across 35 Utilities - Regulated Electric names. DUK ranks #16 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
262,151 | $30,611,372 | |
| 2 | NEE |
Nextera Energy Inc
|
311,809 | $27,367,475 | |
| 3 | LNT |
Alliant Energy Corp
|
197,792 | $15,089,551 | |
| 4 | IDA |
Idacorp Inc
|
94,447 | $14,289,831 | |
| 5 | CMS |
Cms Energy Corp
|
161,138 | $12,327,057 | |
| 6 | SO |
Southern Co
|
121,565 | $11,634,986 | |
| 7 | OGE |
Oge Energy Corp.
|
223,450 | $10,873,077 | |
| 8 | ED |
Consolidated Edison Inc
|
95,697 | $10,586,959 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,641,417 | 44,568 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,569,914 | 50,175 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,187,831 | 44,261 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,393,001 | 35,499 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,384,172 | 37,154 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,403,970 | 36,107 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,034,755 | 37,449 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,284,435 | 28,486 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,302,778 | 32,952 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,121,025 | 32,272 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,473,058 | 46,095 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,162,694 | 47,164 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,677,275 | 40,977 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,727,222 | 49,002 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,117,573 | 49,690 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,085,438 | 43,920 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,676,285 | 43,618 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,944,081 | 44,278 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,974,148 | 47,418 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,306,270 | 74,867 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,881,472 | 39,318 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,616,110 | 37,461 | Shares | Other | 2021-04-26 | |
| 2020-12-31 | $3,974,711 | 43,411 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $3,339,686 | 37,711 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $3,627,884 | 45,411 | Shares | Other | 2020-07-27 | |
| 2020-03-31 | $5,768,038 | 71,316 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||