Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$878,591
-$30,263 QoQ
Shares Held
6,941
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,159
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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $23,917,347 across 7 Utilities - Regulated Electric names. DUK ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
129,107 | $19,533,889 | |
| 2 | NEE |
Nextera Energy Inc
|
21,716 | $1,906,013 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,941 | $878,591 | |
| 4 | D |
Dominion Energy, Inc
|
8,980 | $613,244 | |
| 5 | SO |
Southern Co
|
4,974 | $476,061 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,045 | $279,776 | |
| 7 | DTE |
Dte Energy Co
|
1,508 | $229,773 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,591 | 6,941 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $908,854 | 6,941 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $813,554 | 6,941 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $525,690 | 4,248 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $504,804 | 4,278 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $523,739 | 4,294 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $464,574 | 4,312 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $396 | 3,955 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $396,409 | 3,955 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $382,488 | 3,955 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $409,896 | 4,224 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $359,041 | 4,068 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $365,062 | 4,068 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $397,456 | 4,120 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $462,013 | 4,486 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $417,101 | 4,484 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $482,016 | 4,496 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $502,023 | 4,496 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $474,987 | 4,528 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $451,646 | 4,628 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $456,876 | 4,628 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $446,740 | 4,628 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $442,051 | 4,828 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $427,567 | 4,828 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $405,681 | 5,078 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $407,716 | 5,041 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||