LCNB CORP

Position in DUK — Duke Energy CORP

CIK 1074902 LEBANON, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,442,632

-$59,511 QoQ

Shares Held

11,397

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#960

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Utilities · as of Jun 30, 2026

LCNB CORP holds $3,451,368 across 5 Utilities - Regulated Electric names. DUK ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	11,397	$1,442,632
2	NEE	Nextera Energy Inc	9,961	$874,276
3	SO	Southern Co	5,150	$492,906
4	D	Dominion Energy, Inc	5,431	$370,882
5	WEC	Wec Energy Group, Inc.	2,318	$270,672

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,442,632	11,397	-0.7%	Shares	Sole	2026-08-10
2026-03-31	$1,502,143	11,472	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$1,339,944	11,432	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$1,404,810	11,352	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$1,351,336	11,452	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$1,408,997	11,552	+1.0%	Shares	Sole	2025-05-12
2024-12-31	$1,232,761	11,442	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,319,262	11,442	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$1,153,446	11,508	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$1,155,007	11,943	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$1,154,096	11,893	-2.3%	Shares	Sole	2024-02-12
2023-09-30	$1,074,653	12,176	-1.1%	Shares	Sole	2023-11-13
2023-06-30	$1,104,340	12,306	-2.4%	Shares	Sole	2023-08-14
2023-03-31	$1,216,679	12,612	-0.4%	Shares	Sole	2023-05-03
2022-12-31	$1,304,059	12,662	+1.8%	Shares	Sole	2023-02-10
2022-09-30	$1,157,447	12,443	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,308,283	12,203	-0.5%	Shares	Sole	2022-08-12
2022-03-31	$1,369,286	12,263	+7.9%	Shares	Sole	2022-05-13
2021-12-31	$1,191,978	11,363	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,108,915	11,363	+10.7%	Shares	Sole	2021-11-12
2021-06-30	$1,012,965	10,261	+13.2%	Shares	Sole	2021-08-13
2021-03-31	$874,658	9,061	-10.9%	Shares	Sole	2021-05-13
2020-12-31	$930,707	10,165	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$900,743	10,171	-1.9%	Shares	Sole	2020-11-12
2020-06-30	$828,539	10,371	+0.5%	Shares	Sole	2020-08-12
2020-03-31	$834,600	10,319	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.