SEC 13F Intelligence

Claar Advisors LLC / DUK

Claar Advisors LLC’s Duke Energy Corp New Position

Does Claar Advisors LLC own Duke Energy Corp New (DUK)? Not currently — the last reported position was 99.5K shares worth $10M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q3 2021
Shares
99.5K
% of Portfolio
+2.88%
Quarters Held
6
position exited

Position History DUK

Reported value by quarter
Q2 ’20: $12MQ2 ’20Q3 ’20: $11MQ3 ’20Q4 ’20: $11MQ4 ’20Q1 ’21: $12MQ1 ’21Q2 ’21: $10MQ2 ’21Q3 ’21: $10MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202199.5K$10M+2.88%
Q2 202199.5K$10M+2.93%
Q1 2021120.0K$12M+4.03%
Q4 2020120.0K$11M+3.99%
Q3 2020120.0K$11M+4.25%
Q2 2020150.0K$12M+4.73%

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