MV CAPITAL MANAGEMENT, INC.

Position in DUK — Duke Energy CORP

CIK 1633366 BETHESDA, MD

Position in DUK

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

Position Value

$233,919

-$24,687 QoQ

Shares Held

1,848

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,981

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. DUK ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	24,069	$2,112,536
2	DUK	Duke Energy CORP This page	1,848	$233,919
3	SO	Southern Co	1,713	$163,951
4	EVRG	Evergy, Inc.	716	$61,883
5	AEP	American Electric Power Co Inc	401	$54,860
6	D	Dominion Energy, Inc	803	$54,836
7	ED	Consolidated Edison Inc	426	$47,128
8	DTE	Dte Energy Co	303	$46,168

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,919	1,848	-6.4%	Shares	Sole	2026-07-30
2026-03-31	$258,606	1,975	+1.4%	Shares	Sole	2026-04-30
2025-12-31	$228,207	1,947	+0.3%	Shares	Sole	2026-02-23
2025-09-30	$240,198	1,941	+3.4%	Shares	Sole	2026-02-23
2025-06-30	$221,604	1,878	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$231,255	1,896	+0.9%	Shares	Sole	2025-04-15
2024-12-31	$202,551	1,880	-1.7%	Shares	Sole	2025-02-12
2024-09-30	$220,568	1,913	-0.1%	Shares	Sole	2024-11-04
2024-06-30	$191,940	1,915	+0.9%	Shares	Sole	2024-08-01
2024-03-31	$183,555	1,898	+0.5%	Shares	Sole	2024-04-18
2023-12-31	$183,211	1,888	-9.1%	Shares	Sole	2024-01-29
2023-09-30	$183,404	2,078	-2.9%	Shares	Sole	2023-11-07
2023-06-30	$192,043	2,140	-7.2%	Shares	Sole	2023-08-03
2023-03-31	$222,556	2,307	+12.4%	Shares	Sole	2023-04-26
2022-12-31	$211,438	2,053	-10.6%	Shares	Sole	2023-01-27
2022-09-30	$213,573	2,296	+7.2%	Shares	Sole	2022-10-24
2022-06-30	$229,536	2,141	-1.2%	Shares	Sole	2022-07-19
2022-03-31	$241,855	2,166	+2.3%	Shares	Sole	2022-05-09
2021-12-31	$222,073	2,117	+1.3%	Shares	Sole	2022-02-02
2021-09-30	$203,865	2,089	+3.6%	Shares	Sole	2021-11-12
2021-06-30	$199,019	2,016	+5.7%	Shares	Sole	2021-08-03
2021-03-31	$184,082	1,907	+1.0%	Shares	Sole	2021-05-12
2020-12-31	$172,956	1,889	+16.4%	Shares	Sole	2021-02-08
2020-09-30	$143,732	1,623	-13.1%	Shares	Sole	2020-11-12
2020-06-30	$149,234	1,868	+30.7%	Shares	Sole	2020-08-04
2020-03-31	$115,577	1,429	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.