Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,169,346
-$66,203 QoQ
Shares Held
9,238
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,043
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $6,093,015 across 7 Utilities - Regulated Electric names. DUK ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,262 | $2,417,826 | |
| 2 | DUK |
Duke Energy CORP
This page
|
9,238 | $1,169,346 | |
| 3 | NEE |
Nextera Energy Inc
|
9,181 | $805,816 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,948 | $676,935 | |
| 5 | LNT |
Alliant Energy Corp
|
4,699 | $358,486 | |
| 6 | EVRG |
Evergy, Inc.
|
3,949 | $341,312 | |
| 7 | AEE |
Ameren Corp
|
2,860 | $323,294 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,346 | 9,238 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,235,549 | 9,436 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,149,947 | 9,811 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,212,131 | 9,795 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,144,010 | 9,695 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,182,499 | 9,695 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $717,763 | 6,662 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $768,128 | 6,662 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $667,732 | 6,662 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $644,282 | 6,662 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,292,960 | 13,324 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $587,988 | 6,662 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $597,847 | 6,662 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $732,207 | 7,590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $793,640 | 7,706 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $715,974 | 7,697 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $781,346 | 7,288 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $769,002 | 6,887 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $718,879 | 6,853 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $708,405 | 7,259 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $716,411 | 7,257 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $700,325 | 7,255 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $595,414 | 6,503 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||