SEC 13F Intelligence

Ia Global Asset Management Inc. / DUK

Ia Global Asset Management Inc.’s Duke Energy Corp New Position

Does Ia Global Asset Management Inc. own Duke Energy Corp New (DUK)? Yes — 147.8K shares worth $19M (+0.27% of its 13F portfolio) as of Q1 2026, up from 101.9K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
147.8K
% of Portfolio
+0.27%
Quarters Held
9
currently held

Position History DUK

Reported value by quarter
Q1 ’24: $482,000Q1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $10MQ1 ’25: $20MQ1 ’25Q2 ’25: $13MQ3 ’25: $21MQ3 ’25Q4 ’25: $12MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026147.8K$19M+0.27%
Q4 2025101.9K$12M+0.15%
Q3 2025172.7K$21M+0.29%
Q2 2025112.5K$13M+0.20%
Q1 2025160.7K$20M+0.34%
Q4 202488.5K$10M+0.17%
Q3 202422.7K$3M+0.05%
Q2 202422.1K$2M+0.04%
Q1 20245.0K$482,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ia Global Asset Management Inc.’s full portfolio or all institutional holders of DUK.