Capital Square, LLC

Position in DUK — Duke Energy CORP

CIK 1798736 ATHENS, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$878,718

-$25,553 QoQ

Shares Held

6,942

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,158

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Capital Square, LLC holds $4,084,211 across 4 Utilities - Regulated Electric names. DUK ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	27,192	$2,602,546
2	DUK	Duke Energy CORP This page	6,942	$878,718
3	LNT	Alliant Energy Corp	4,202	$320,570
4	EXC	Exelon Corp	6,057	$282,377

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$878,718	6,942	+0.5%	Shares	Sole	2026-08-13
2026-03-31	$904,271	6,906	+5.3%	Shares	Sole	2026-05-11
2025-12-31	$768,428	6,556	+22.1%	Shares	Sole	2026-02-13
2025-09-30	$664,413	5,369	+12.6%	Shares	Sole	2025-11-21
2025-06-30	$562,506	4,767	+3.5%	Shares	Sole	2025-08-11
2025-03-31	$561,793	4,606	+7.2%	Shares	Sole	2025-05-14
2024-12-31	$463,066	4,298	-54.6%	Shares	Sole	2025-02-13
2024-09-30	$1,090,968	9,462	+6.6%	Shares	Sole	2024-11-13
2024-06-30	$889,641	8,876	+4.6%	Shares	Sole	2024-08-01
2024-03-31	$820,390	8,483	+8.0%	Shares	Sole	2024-05-07
2023-12-31	$761,958	7,852	+5.0%	Shares	Sole	2024-01-26
2023-09-30	$659,743	7,475	-2.4%	Shares	Sole	2023-11-13
2023-06-30	$687,318	7,659	+1.8%	Shares	Sole	2023-08-08
2023-03-31	$726,033	7,526	-3.2%	Shares	Sole	2023-04-24
2022-12-31	$800,953	7,777	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$719,044	7,730	+6.5%	Shares	Sole	2022-11-14
2022-06-30	$778,022	7,257	-2.9%	Shares	Sole	2022-08-04
2022-03-31	$834,435	7,473	-19.7%	Shares	Sole	2022-05-09
2021-12-31	$975,884	9,303	+1.2%	Shares	Sole	2022-01-18
2021-09-30	$897,340	9,195	+1.2%	Shares	Sole	2021-11-02
2021-06-30	$896,969	9,086	+4.3%	Shares	Sole	2021-08-04
2021-03-31	$840,679	8,709	+3.4%	Shares	Sole	2021-05-07
2020-12-31	$771,301	8,424	+20.7%	Shares	Sole	2021-02-12
2020-09-30	$617,883	6,977	+13.7%	Shares	Sole	2020-11-12
2020-06-30	$490,205	6,136	+0.1%	Shares	Sole	2020-07-27
2020-03-31	$495,713	6,129	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.