EDGAR LOMAX CO/VA: DUK position timeline

EDGAR LOMAX CO/VA held 344,981 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 344,981 shares

   Change vs previous 13F -30,905 shares

   3.26% of the 13F portfolio, value $43,667,695.

   13F-HR 0001013538-26-000006 filed by EDGAR LOMAX CO/VA
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 375,886 shares

   Change vs previous 13F +98,725 shares

   3.51% of the 13F portfolio, value $49,218,513.

   13F-HR 0001013538-26-000004 filed by EDGAR LOMAX CO/VA
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 277,161 shares

   Change vs previous 13F -6,385 shares

   2.47% of the 13F portfolio, value $32,486,041.

   13F-HR 0001013538-26-000002 filed by EDGAR LOMAX CO/VA
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 283,546 shares

   Change vs previous 13F -83,370 shares

   2.75% of the 13F portfolio, value $35,088,817.

   13F-HR 0001013538-25-000010 filed by EDGAR LOMAX CO/VA
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 366,916 shares

   Change vs previous 13F -5,925 shares

   2.74% of the 13F portfolio, value $43,296,088.

   13F-HR 0001013538-25-000006 filed by EDGAR LOMAX CO/VA
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 372,841 shares

   Change vs previous 13F +227,485 shares

   2.84% of the 13F portfolio, value $45,475,417.

   13F-HR 0001013538-25-000004 filed by EDGAR LOMAX CO/VA
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 145,356 shares

   Change vs previous 13F -2,825 shares

   1.01% of the 13F portfolio, value $15,660,655.

   13F-HR 0001013538-25-000002 filed by EDGAR LOMAX CO/VA
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 148,181 shares

   Change vs previous 13F not available

   1.04% of the 13F portfolio, value $17,085,269.

   13F-HR 0001013538-24-000008 filed by EDGAR LOMAX CO/VA
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).