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| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Energy Income Partners | 2.23% | 1,120,607 | ADDED (+7.9%) |
| Sarasin & Partners | 1.90% | 1,283,213 | ADDED (+15.3%) |
| GQG Partners | 1.53% | 6,503,039 | TRIMMED (-16.7%) |
| W.H. Reaves & Co. | 0.02% | 8,264 | TRIMMED (-0.2%) |
| Edgewood Management | 0.01% | 6,302 | HELD |
| Guinness Asset Management | 0.01% | 2,442 | ADDED (+61.1%) |
| Atalanta Sosnoff Capital | 0.01% | 4,756 | TRIMMED (-10.6%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").
Exited this quarter: Resolution Capital.
| Institutions holding | 2,460 of 8,857 filers |
| Long-only filers among them | 2,450 |
| Change vs 2026 Q1 | +36 net · 1,746 entered · 1,710 exited |
| Shares reported, all filers | 539,316,978 |
| Reported value, all filers | $68.7B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
| Shares short · Sep 15, 2026 | 19,010,855 |
| Days to cover | 5.40 |
Shares short at recent settlements — Jun 30, 2026: 18.0M · Jul 15, 2026: 17.7M · Jul 31, 2026: 16.4M · Aug 14, 2026: 17.9M · Aug 31, 2026: 17.1M · Sep 15, 2026: 19.0M.
Source: FINRA Equity Short Interest (biweekly settlement data).
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 14, 2026.
Data unavailable — no congressional STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
This stock does not currently pass any tracked screen.
· Politician BEST — appeared in 1 of the last 20 quarterly lists; latest 2024 Q4, ranked #16 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Share count tripled (3x) | 1 | 100.0% | +10.0% | +4.9% | +5.0% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
Also held by the tracked funds that hold DUK: Apple Inc. (AAPL) · ExxonMobil Holdings Corp (XOM) · AMAZON COM INC (AMZN) · MICROSOFT CORP (MSFT) · Meta Platforms, Inc. (META) · VISA INC. (V) · NVIDIA CORP (NVDA) · Broadcom Inc. (AVGO) · JOHNSON & JOHNSON (JNJ) · NEXTERA ENERGY INC (NEE).
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