Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,468
+$4,374 QoQ
Shares Held
138
+38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,346
of 2,446 holders
Holding Since
Mar 2020
12 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, 2026Lavaca Capital LLC holds $2,064,091 across 7 Utilities - Regulated Electric names. DUK ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,000 | $1,053,240 | |
| 2 | AEE |
Ameren Corp
|
7,551 | $853,565 | |
| 3 | ETR |
Entergy Corp /De/
|
550 | $63,173 | |
| 4 | AEP |
American Electric Power Co Inc
|
200 | $27,362 | |
| 5 | EVRG |
Evergy, Inc.
|
300 | $25,929 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
200 | $23,354 | |
| 7 | DUK |
Duke Energy CORP
This page
|
138 | $17,468 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,468 | 138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,094 | 100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,721 | 100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,375 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,800 | 100 | Shares | Sole | 2025-08-28 | |
| 2025-03-31 | $12,197 | 100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,774 | 100 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $401,950 | 4,164 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $395,539 | 4,320 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $368,763 | 4,164 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $332,661 | 4,164 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $328,696 | 4,064 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||