Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$693,278
-$22,832 QoQ
Shares Held
5,477
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,295
of 2,446 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. DUK ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,278 | 5,477 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $716,110 | 5,469 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $595,778 | 5,083 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $639,787 | 5,170 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $607,700 | 5,150 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $632,292 | 5,184 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $542,470 | 5,035 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $599,560 | 5,200 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $518,088 | 5,169 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $494,478 | 5,113 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $510,527 | 5,261 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $411,732 | 4,665 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $403,381 | 4,495 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $437,202 | 4,532 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $410,621 | 3,987 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $400,079 | 4,301 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $125,006 | 1,166 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $88,881 | 796 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $83,500 | 796 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $144,433 | 1,480 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $80,061 | 811 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $88,035 | 912 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $88,904 | 971 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $131,068 | 1,480 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $58,719 | 735 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $66,645 | 824 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||