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Caption Management, LLC

Position in DUK — Duke Energy CORP

CIK 1706766 OKLAHOMA CITY, OK

Position in DUK

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$0
-$925,959 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
9 quarters on record

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Derivatives in DUK

reported options exposure · as of Mar 31, 2026
CallValue
$6,547,000
CallShares
50,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Caption Management, LLC holds $0 across 1 Utilities - Regulated Electric name.

# Ticker Company Shares Value (USD) Open

All Filings in DUK

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,547,000 50,000
2025-12-31 $925,959 7,900
2025-09-30 $10,939,500 88,400
2025-03-31 $5,488,650 45,000
2022-12-31 $455,730 4,425
2022-09-30 $690,673 7,425
2021-12-31 $2,622,500 25,000
2021-09-30 $15,731,508 161,200
2021-09-30 $5,787,087 59,300
2021-09-30 $10,860,693 111,289
2021-06-30 $20,770,688 210,400
2021-06-30 $9,872,000 100,000