SEC 13F Intelligence

Opus Investment Management Inc / DUK

Opus Investment Management Inc’s Duke Energy Corp New Position

Does Opus Investment Management Inc own Duke Energy Corp New (DUK)? Not currently — the last reported position was 52.0K shares worth $5M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q2 2023
Shares
52.0K
% of Portfolio
+1.67%
Quarters Held
19
position exited

Position History DUK

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202352.0K$5M+1.67%
Q1 202352.0K$5M+1.81%
Q4 202252.0K$5M+1.91%
Q3 202252.0K$5M+1.13%
Q2 202252.0K$6M+1.21%
Q1 202252.0K$6M+0.89%
Q4 202147.2K$5M+0.71%
Q3 202147.2K$5M+0.70%
Q2 202147.2K$5M+0.70%
Q1 202147.2K$5M+0.67%
Q4 202047.2K$4M+0.68%
Q3 202054.2K$5M+0.91%
Q2 202054.2K$4M+0.88%
Q1 202040.2K$3M+0.69%
Q4 201940.2K$4M+0.60%
Q3 201940.2K$4M+0.67%
Q2 201950.2K$4M+0.83%
Q1 201961.2K$6M+1.09%
Q4 201861.2K$5M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Opus Investment Management Inc’s full portfolio or all institutional holders of DUK.