LVZ, Inc.

Position in DUK — Duke Energy CORP

CIK 1574408 Holland, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$216,198

-$3,912 QoQ

Shares Held

1,708

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,045

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LVZ, Inc. holds $2,624,628 across 3 Utilities - Regulated Electric names. DUK ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	22,775	$2,179,795
2	WEC	Wec Energy Group, Inc.	1,958	$228,635
3	DUK	Duke Energy CORP This page	1,708	$216,198

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,198	1,708	+1.6%	Shares	Sole	2026-07-09
2026-03-31	$220,110	1,681	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.