DUK DUKE ENERGY CORP COM

Ownership history in EDGAR LOMAX CO/VA  ·  37 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported DUKE ENERGY CORP COM (DUK) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.97% in 2023 Q4. The latest visible filing shows DUK at 2.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in DUKE ENERGY CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DUK was reported at 2.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EDGAR LOMAX CO/VA held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 277,161 -6,385 -2.3% 2.47% $32.5M 2026-02-14 (Est.) $128.20
2025 Q3 REDUCED 283,546 -83,370 -22.7% 2.75% $35.1M 2025-11-12 $121.80
2025 Q2 REDUCED 366,916 -5,925 -1.6% 2.74% $43.3M 2025-08-12 $121.31
2025 Q1 ADDED 372,841 +227,485 +156.5% 2.84% $45.5M 2025-05-14 $108.61
2024 Q4 REDUCED 145,356 -2,825 -1.9% 1.01% $15.7M 2025-02-13 $109.04
2024 Q3 REDUCED 148,181 -2,390 -1.6% 1.04% $17.1M 2024-11-14 $104.91
2024 Q2 REDUCED 150,571 -2,520 -1.6% 0.98% $15.1M 2024-08-13 $106.80
2024 Q1 REDUCED 153,091 -315,735 -67.3% 0.92% $14.8M 2024-05-14 $95.13
2023 Q4 REDUCED 468,826 -8,565 -1.8% 2.97% $45.5M 2024-02-09 $84.30
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has EDGAR LOMAX CO/VA reported owning DUK?

EDGAR LOMAX CO/VA reported DUK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DUK position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for DUK was 2.97% in 2023 Q4.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 277,161 shares, equal to 2.47% of portfolio, with an estimated market value of $32.5M.

What does the chart on this DUK ownership page compare?

The chart compares EDGAR LOMAX CO/VA's quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to EDGAR LOMAX CO/VA Holdings