Cambria Investment Management, L.P.
Position in DUK — Duke Energy CORP
CIK 1529389
Manhattan Beach, CA
Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$430,245
+$13,463 QoQ
Shares Held
3,399
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,584
of 2,452 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambria Investment Management, L.P. holds $4,982,483 across 7 Utilities - Regulated Electric names. DUK ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
14,539 | $1,989,080 | |
| 2 | NEE |
Nextera Energy Inc
|
12,550 | $1,101,513 | |
| 3 | SO |
Southern Co
|
4,921 | $470,988 | |
| 4 | DUK |
Duke Energy CORP
This page
|
3,399 | $430,245 | |
| 5 | ETR |
Entergy Corp /De/
|
3,199 | $367,437 | |
| 6 | EXC |
Exelon Corp
|
7,735 | $360,605 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,249 | $262,615 |
All Filings in DUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,245 | 3,399 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $416,782 | 3,183 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||