Live Oak Investment Partners

Position in DUK — Duke Energy CORP

CIK 1822262 AUSTIN, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$685,810

+$340 QoQ

Shares Held

5,418

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,299

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Live Oak Investment Partners holds $2,255,119 across 4 Utilities - Regulated Electric names. DUK ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,125	$1,111,581
2	DUK	Duke Energy CORP This page	5,418	$685,810
3	SO	Southern Co	2,422	$231,809
4	NEE	Nextera Energy Inc	2,574	$225,919

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$685,810	5,418	+3.5%	Shares	Sole	2026-08-10
2026-03-31	$685,470	5,235	+22.4%	Shares	Sole	2026-04-29
2025-12-31	$501,307	4,277	+13.6%	Shares	Sole	2026-01-29
2025-09-30	$465,918	3,765	+25.9%	Shares	Sole	2025-10-29
2025-06-30	$352,820	2,990	-5.9%	Shares	Sole	2025-07-24
2025-03-31	$387,620	3,178	—	Shares	Sole	2025-04-23
2024-12-31	$313,502	2,910	—	Principal	Sole	2025-02-06
No filing history on record for this holder in this stock.