COURIER CAPITAL LLC

Position in DUK — Duke Energy CORP

CIK 1015247 BUFFALO, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,141,353

-$95,756 QoQ

Shares Held

16,917

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#789

of 2,440 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COURIER CAPITAL LLC holds $12,457,766 across 8 Utilities - Regulated Electric names. DUK ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	32,926	$3,151,347
2	NEE	Nextera Energy Inc	25,648	$2,251,124
3	DUK	Duke Energy CORP This page	16,917	$2,141,353
4	AEP	American Electric Power Co Inc	15,014	$2,054,065
5	D	Dominion Energy, Inc	26,022	$1,777,042
6	PEG	Public Service Enterprise Group Inc	5,676	$460,664
7	ED	Consolidated Edison Inc	3,605	$398,821
8	EIX	Edison International	3,000	$223,350

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,141,353	16,917	-1.0%	Shares	Sole	2026-07-16
2026-03-31	$2,237,109	17,085	-0.6%	Shares	Sole	2026-04-23
2025-12-31	$2,014,371	17,186	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$2,119,590	17,128	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$2,017,682	17,099	+11.8%	Shares	Sole	2025-07-28
2025-03-31	$1,866,262	15,301	-0.7%	Shares	Sole	2025-04-14
2024-12-31	$1,659,626	15,404	-1.2%	Shares	Sole	2025-01-13
2024-09-30	$1,798,334	15,597	+8.0%	Shares	Sole	2024-10-22
2024-06-30	$1,447,922	14,446	-7.5%	Shares	Sole	2024-07-23
2024-03-31	$1,510,706	15,621	-26.0%	Shares	Sole	2024-04-16
2023-12-31	$2,048,902	21,114	-1.2%	Shares	Sole	2024-01-17
2023-09-30	$1,886,998	21,380	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$1,919,897	21,394	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.