Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$295,930
+$65,199 QoQ
Shares Held
3,066
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
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 SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Van Diest Capital, LLC holds $252,527 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,995 | $252,527 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,930 | 3,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,731 | 2,646 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||