Elm Partners Management LLC

Position in DUK — Duke Energy CORP

CIK 1743941 Philadelphia, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,197,826

-$41,259 QoQ

Shares Held

9,463

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,030

of 2,440 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Elm Partners Management LLC holds $2,392,938 across 3 Utilities - Regulated Electric names. DUK ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	9,463	$1,197,826
2	D	Dominion Energy, Inc	13,078	$893,096
3	NEE	Nextera Energy Inc	3,441	$302,016

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,826	9,463	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,239,085	9,463	+2.3%	Shares	Sole	2026-05-13
2025-12-31	$1,084,661	9,254	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$1,134,911	9,171	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$1,077,576	9,132	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.