LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Position in DUK — Duke Energy CORP

CIK 897599 BETHESDA, MD

Position in DUK

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$30,465,809

-$14,431,481 QoQ

Shares Held

232,670

-39.3% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $78,484,720 across 5 Utilities - Regulated Electric names. DUK ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	232,670	$30,465,809
2	NGG	National Grid PLC	214,700	$18,163,620
3	SO	Southern Co	140,080	$13,520,521
4	AEP	American Electric Power Co Inc	101,000	$13,239,080
5	NEE	Nextera Energy Inc	33,330	$3,095,690

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,465,809	232,670	-39.3%	Shares	Sole	2026-05-07
2025-12-31	$44,897,290	383,050	+39.5%	Shares	Sole	2026-02-05
2025-09-30	$33,985,462	274,630	+11.3%	Shares	Sole	2025-10-30
2025-06-30	$29,123,580	246,810	+51.8%	Shares	Sole	2025-08-04
2025-03-31	$19,833,541	162,610	+19.4%	Shares	Sole	2025-05-12
2024-12-31	$14,667,723	136,140	-3.5%	Shares	Sole	2025-01-27
2024-09-30	$16,258,453	141,010	+9.1%	Shares	Sole	2024-11-14
2024-06-30	$12,956,732	129,270	-1.2%	Shares	Sole	2024-08-07
2024-03-31	$12,659,339	130,900	-8.6%	Shares	Sole	2024-05-13
2023-12-31	$13,896,128	143,200	-8.3%	Shares	Sole	2024-02-12
2023-09-30	$13,785,329	156,190	-11.4%	Shares	Sole	2023-11-13
2023-06-30	$15,813,085	176,210	+36.6%	Shares	Sole	2023-08-14
2023-03-31	$12,447,524	129,030	-3.9%	Shares	Sole	2023-05-11
2022-12-31	$13,832,586	134,310	+4.1%	Shares	Sole	2023-02-14
2022-09-30	$12,003,300	129,040	-20.8%	Shares	Sole	2022-11-03
2022-06-30	$17,468,797	162,940	-14.4%	Shares	Sole	2022-08-12
2022-03-31	$21,264,530	190,440	+9.9%	Shares	Sole	2022-05-12
2021-12-31	$18,181,268	173,320	+101.5%	Shares	Sole	2022-02-10
2021-09-30	$8,394,691	86,020	-2.7%	Shares	Sole	2021-11-12
2021-06-30	$8,730,796	88,440	-22.2%	Shares	Sole	2021-08-06
2021-03-31	$10,976,426	113,710	+38.4%	Shares	Sole	2021-05-12
2020-12-31	$7,523,485	82,170	0.0%	Shares	Sole	2021-02-12
2020-09-30	$7,276,975	82,170	-9.9%	Shares	Sole	2020-11-13
2020-06-30	$7,285,968	91,200	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.