FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

Position in DUK — Duke Energy CORP

CIK 1056549 Greenbrae, CA

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,091,319

+$4,649,988 QoQ

Shares Held

87,623

+78.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#312

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC holds $12,255,344 across 3 Utilities - Regulated Electric names. DUK ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	87,623	$11,091,319
2	EVRG	Evergy, Inc.	9,221	$796,971
3	NEE	Nextera Energy Inc	4,182	$367,054

All Filings in DUK

Export CSV

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,091,319	87,623	+78.1%	Shares	Sole	2026-08-14
2026-03-31	$6,441,331	49,193	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.