Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$380,372
-$19,780 QoQ
Shares Held
3,005
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,653
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026NOVEM GROUP holds $628,681 across 2 Utilities - Regulated Electric names. DUK ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,005 | $380,372 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,815 | $248,309 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,372 | 3,005 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $400,152 | 3,056 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $349,871 | 2,985 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $375,457 | 3,034 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $357,422 | 3,029 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $369,568 | 3,030 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $299,947 | 2,784 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||