Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,709,335
-$70,924 QoQ
Shares Held
13,504
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#874
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. DUK ranks #3 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
This page
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,335 | 13,504 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,780,259 | 13,596 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,574,363 | 13,432 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,673,470 | 13,523 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,470,162 | 12,459 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,535,845 | 12,592 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,357,308 | 12,598 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,421,879 | 12,332 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,250,168 | 12,473 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,164,484 | 12,041 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,181,461 | 12,175 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,081,184 | 12,250 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,008,139 | 11,234 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $960,165 | 9,953 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,052,454 | 10,219 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $927,408 | 9,970 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,031,359 | 9,620 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,108,671 | 9,929 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,011,236 | 9,640 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $925,543 | 9,484 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $889,664 | 9,012 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $861,626 | 8,926 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $784,668 | 8,570 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $735,933 | 8,310 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,810,466 | 22,662 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,227,272 | 15,174 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||