SEC 13F Intelligence

Csm Advisors, LLC / DUK

Csm Advisors, LLC’s Duke Energy Corp New Position

Does Csm Advisors, LLC own Duke Energy Corp New (DUK)? Yes — 218.9K shares worth $29M (+0.70% of its 13F portfolio) as of Q1 2026, down from 221.7K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
218.9K
% of Portfolio
+0.70%
Quarters Held
4
currently held

Position History DUK

Reported value by quarter
Q2 ’25: $39MQ2 ’25Q3 ’25: $35MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026218.9K$29M+0.70%
Q4 2025221.7K$26M+0.71%
Q3 2025278.9K$35M+0.96%
Q2 2025327.6K$39M+1.13%

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