SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in DUK — Duke Energy CORP

CIK 1008895 CEDARBURG, WI

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$919,350

-$57,855 QoQ

Shares Held

7,263

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,136

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $13,029,887 across 5 Utilities - Regulated Electric names. DUK ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	119,060	$10,449,896
2	WEC	Wec Energy Group, Inc.	8,748	$1,021,503
3	DUK	Duke Energy CORP This page	7,263	$919,350
4	D	Dominion Energy, Inc	5,084	$347,186
5	AEP	American Electric Power Co Inc	2,134	$291,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,350	7,263	-2.7%	Shares	Sole	2026-07-29
2026-03-31	$977,205	7,463	+15.9%	Shares	Sole	2026-04-29
2025-12-31	$754,480	6,437	-0.5%	Shares	Sole	2026-01-28
2025-09-30	$800,291	6,467	+2.1%	Shares	Sole	2025-10-27
2025-06-30	$747,766	6,337	0.0%	Shares	Sole	2025-08-01
2025-03-31	$772,923	6,337	-10.8%	Shares	Sole	2025-05-21
2024-12-31	$765,277	7,103	-0.7%	Shares	Sole	2025-01-27
2024-09-30	$824,856	7,154	-4.0%	Shares	Sole	2024-10-23
2024-06-30	$747,114	7,454	-27.4%	Shares	Sole	2024-07-29
2024-03-31	$993,501	10,273	-6.0%	Shares	Sole	2024-04-26
2023-12-31	$1,060,841	10,932	-7.2%	Shares	Sole	2024-01-29
2023-09-30	$1,039,614	11,779	-4.5%	Shares	Sole	2023-10-20
2023-06-30	$1,107,212	12,338	0.0%	Shares	Sole	2023-07-26
2023-03-31	$1,190,246	12,338	-1.8%	Shares	Sole	2023-04-28
2022-12-31	$1,294,584	12,570	-3.1%	Shares	Sole	2023-02-01
2022-09-30	$1,207,120	12,977	-2.3%	Shares	Sole	2022-10-24
2022-06-30	$1,423,427	13,277	-0.5%	Shares	Sole	2022-08-24
2022-03-31	$1,490,661	13,350	0.0%	Shares	Sole	2022-05-06
2021-12-31	$1,400,415	13,350	-6.6%	Shares	Sole	2022-02-01
2021-09-30	$1,394,365	14,288	-0.3%	Shares	Sole	2021-10-27
2021-06-30	$1,414,657	14,330	+4.5%	Shares	Sole	2021-07-26
2021-03-31	$1,324,198	13,718	-25.3%	Shares	Sole	2021-04-30
2020-12-31	$1,681,316	18,363	-8.8%	Shares	Sole	2021-02-01
2020-09-30	$1,783,598	20,140	-10.6%	Shares	Sole	2020-10-28
2020-06-30	$1,799,841	22,529	-1.4%	Shares	Sole	2020-07-29
2020-03-31	$1,847,865	22,847	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.