EDGAR LOMAX CO/VA

Position in DUK — Duke Energy CORP

CIK 1013538 KINGSTOWNE, VA

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$43,667,694

-$5,550,818 QoQ

Shares Held

344,981

-8.2% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

3.28%

of 13F equity value

Holder Rank

#148

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Utilities · as of Jun 30, 2026

EDGAR LOMAX CO/VA holds $122,220,931 across 3 Utilities - Regulated Electric names. DUK ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	344,981	$43,667,694
2	SO	Southern Co	411,155	$39,351,645
3	NEE	Nextera Energy Inc	446,640	$39,201,592

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,667,694	344,981	-8.2%	Shares	Sole	2026-08-13
2026-03-31	$49,218,512	375,886	+35.6%	Shares	Sole	2026-05-12
2025-12-31	$32,486,040	277,161	-2.3%	Shares	Sole	2026-02-13
2025-09-30	$35,088,817	283,546	-22.7%	Shares	Sole	2025-11-12
2025-06-30	$43,296,088	366,916	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$45,475,416	372,841	+156.5%	Shares	Sole	2025-05-14
2024-12-31	$15,660,655	145,356	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$17,085,269	148,181	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$15,091,731	150,571	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$14,805,430	153,091	-67.3%	Shares	Sole	2024-05-14
2023-12-31	$45,494,875	468,826	-1.8%	Shares	Sole	2024-02-09
2023-09-30	$42,134,529	477,391	-1.8%	Shares	Sole	2023-11-14
2023-06-30	$43,623,601	486,111	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$47,579,100	493,201	+153.6%	Shares	Sole	2023-05-15
2022-12-31	$20,028,568	194,471	-1.0%	Shares	Sole	2023-02-13
2022-09-30	$18,269,686	196,406	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$21,307,558	198,746	+2.9%	Shares	Sole	2022-08-10
2022-03-31	$21,561,657	193,101	-22.5%	Shares	Sole	2022-05-13
2021-12-31	$26,143,282	249,221	-0.9%	Shares	Sole	2022-02-11
2021-09-30	$24,552,765	251,591	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$25,229,969	255,571	-4.2%	Shares	Sole	2021-08-09
2021-03-31	$25,763,470	266,896	-7.5%	Shares	Sole	2021-05-14
2020-12-31	$26,406,453	288,406	-1.9%	Shares	Sole	2021-02-11
2020-09-30	$26,037,171	294,006	+4.3%	Shares	Sole	2020-11-13
2020-06-30	$22,509,486	281,756	+2.3%	Shares	Sole	2020-08-12
2020-03-31	$22,282,925	275,506	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.