Position in DUK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$758,535
+$73,677 QoQ
Shares Held
5,793
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026CFO CAPITAL MANAGEMENT LLC holds $2,574,427 across 4 Utilities - Regulated Electric names. DUK ranks #2 (29.5% of the industry book) .
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $758,535 | 5,793 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $684,858 | 5,843 | Shares | Sole | 2026-03-02 | |
| No filing history on record for this holder in this stock. | ||||||