Pine Valley Investments Ltd Liability Co

Position in DUK — Duke Energy CORP

CIK 1975417 MARLTON, NJ

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,362,489

+$89,240 QoQ

Shares Held

18,664

+7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#755

of 2,446 holders

Holding Since

Sep 2023

12 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, 2026

Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. DUK ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,346	$5,033,258
2	DUK	Duke Energy CORP This page	18,664	$2,362,489
3	SO	Southern Co	10,537	$1,008,496
4	PEG	Public Service Enterprise Group Inc	7,260	$589,221
5	EXC	Exelon Corp	10,539	$491,328
6	AEE	Ameren Corp	4,030	$455,551
7	D	Dominion Energy, Inc	5,757	$393,145
8	WEC	Wec Energy Group, Inc.	2,291	$267,520

All Filings in DUK

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,362,489	18,664	+7.5%	Shares	Sole	2026-07-24
2026-03-31	$2,273,249	17,361	+549.0%	Shares	Sole	2026-06-08
2025-12-31	$313,536	2,675	-3.7%	Shares	Sole	2026-02-13
2025-09-30	$343,653	2,777	+24.8%	Shares	Sole	2026-02-17
2025-06-30	$262,668	2,226	+14.4%	Shares	Sole	2026-02-17
2025-03-31	$237,353	1,946	+2.2%	Shares	Sole	2026-02-17
2024-12-31	$205,244	1,905	+1.8%	Shares	Sole	2025-02-04
2024-09-30	$215,841	1,872	-21.0%	Shares	Sole	2024-11-25
2024-06-30	$237,444	2,369	-7.7%	Shares	Sole	2024-07-30
2024-03-31	$248,157	2,566	-8.7%	Shares	Sole	2024-05-08
2023-12-31	$272,585	2,809	+8.5%	Shares	Sole	2024-02-14
2023-09-30	$228,593	2,590	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.