MARATHON CAPITAL MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1213206 Hunt Valley, MD

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$520,243

-$17,920 QoQ

Shares Held

4,110

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,453

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Utilities · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $1,370,800 across 3 Utilities - Regulated Electric names. DUK ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	6,265	$599,623
2	DUK	Duke Energy CORP This page	4,110	$520,243
3	NEE	Nextera Energy Inc	2,859	$250,934

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,243	4,110	0.0%	Shares	Sole	2026-07-22
2026-03-31	$538,163	4,110	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$485,366	4,141	+31.0%	Shares	Sole	2026-01-29
2025-09-30	$391,297	3,162	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$374,296	3,172	0.0%	Shares	Sole	2025-08-14
2025-03-31	$386,888	3,172	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$352,525	3,272	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$380,144	3,297	0.0%	Shares	Sole	2024-11-14
2024-06-30	$330,458	3,297	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$323,688	3,347	0.0%	Shares	Sole	2024-05-15
2023-12-31	$324,792	3,347	0.0%	Shares	Sole	2024-02-14
2023-09-30	$295,406	3,347	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$302,603	3,372	-16.5%	Shares	Sole	2023-08-15
2023-03-31	$389,545	4,038	-5.9%	Shares	Sole	2023-05-12
2022-12-31	$442,033	4,292	+5.6%	Shares	Sole	2023-02-14
2022-09-30	$377,940	4,063	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$440,954	4,113	-1.6%	Shares	Sole	2022-08-12
2021-12-31	$438,377	4,179	-4.4%	Shares	Sole	2022-02-09
2021-09-30	$426,468	4,370	0.0%	Shares	Sole	2021-11-15
2021-06-30	$431,406	4,370	+4.6%	Shares	Sole	2021-08-16
2021-03-31	$403,398	4,179	+6.4%	Shares	Sole	2021-05-14
2020-12-31	$359,739	3,929	-9.2%	Shares	Sole	2021-02-08
2020-09-30	$383,376	4,329	0.0%	Shares	Sole	2020-11-16
2020-06-30	$345,843	4,329	0.0%	Shares	Sole	2020-08-14
2020-03-31	$350,129	4,329	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.