CVFG LLC

Position in DUK — Duke Energy CORP

CIK 2050974 SHELBYVILLE, IN

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$806,061

-$162,633 QoQ

Shares Held

6,368

-13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,199

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CVFG LLC holds $3,852,107 across 4 Utilities - Regulated Electric names. DUK ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,412	$1,528,251
2	SO	Southern Co	12,329	$1,180,008
3	DUK	Duke Energy CORP This page	6,368	$806,061
4	PEG	Public Service Enterprise Group Inc	4,162	$337,787

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,061	6,368	-13.9%	Shares	Sole	2026-08-11
2026-03-31	$968,694	7,398	+105.6%	Shares	Sole	2026-04-29
2025-12-31	$421,838	3,599	+11.0%	Shares	Sole	2026-02-06
2025-09-30	$401,073	3,241	+0.8%	Shares	Sole	2025-11-10
2025-06-30	$379,488	3,216	-1.0%	Shares	Sole	2025-08-07
2025-03-31	$396,402	3,250	+6.1%	Shares	Sole	2025-04-23
2024-12-31	$330,115	3,064	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.