Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,035,804
-$95,517 QoQ
Shares Held
8,183
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,087
of 2,440 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, 2026SUMITOMO LIFE INSURANCE CO holds $26,061,010 across 10 Utilities - Regulated Electric names. DUK ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
207,072 | $18,174,709 | |
| 2 | SO |
Southern Co
|
15,945 | $1,526,095 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,614 | $1,239,396 | |
| 4 | DUK |
Duke Energy CORP
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|
8,183 | $1,035,804 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,502 | $1,026,348 | |
| 6 | CMS |
Cms Energy Corp
|
10,079 | $771,043 | |
| 7 | D |
Dominion Energy, Inc
|
10,557 | $720,937 | |
| 8 | EXC |
Exelon Corp
|
12,913 | $602,004 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,804 | 8,183 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,131,321 | 8,640 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $984,915 | 8,403 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,033,065 | 8,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,014,682 | 8,599 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,124,441 | 9,219 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $993,362 | 9,220 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,096,503 | 9,510 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $926,927 | 9,248 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,007,041 | 10,413 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,054,921 | 10,871 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,006,870 | 11,408 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,037,932 | 11,566 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,206,550 | 12,507 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,301,484 | 12,637 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,197,539 | 12,874 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,547,469 | 14,434 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,582,333 | 14,171 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,513,707 | 14,430 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,451,846 | 14,877 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,530,456 | 15,503 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,752,309 | 18,153 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,742,295 | 19,029 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,859,140 | 20,993 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,747,673 | 21,876 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,918,473 | 23,720 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||