Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$712,392
-$27,157 QoQ
Shares Held
5,628
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,277
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. DUK ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
60,496 | $4,131,271 | |
| 2 | NEE |
Nextera Energy Inc
|
36,472 | $3,201,147 | |
| 3 | DUK |
Duke Energy CORP
This page
|
5,628 | $712,392 | |
| 4 | SO |
Southern Co
|
5,706 | $546,121 | |
| 5 | ES |
Eversource Energy
|
6,780 | $489,990 | |
| 6 | XEL |
Xcel Energy Inc
|
5,389 | $432,736 | |
| 7 | ED |
Consolidated Edison Inc
|
2,514 | $278,123 | |
| 8 | DTE |
Dte Energy Co
|
1,756 | $267,561 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,392 | 5,628 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $739,549 | 5,648 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $662,002 | 5,648 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $774,427 | 6,258 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $584,100 | 4,950 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $603,751 | 4,950 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $513,919 | 4,770 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $554,131 | 4,806 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $493,732 | 4,926 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $435,871 | 4,507 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $363,026 | 3,741 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $237,419 | 2,690 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $292,911 | 3,264 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $314,878 | 3,264 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $336,468 | 3,267 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $318,872 | 3,428 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $367,194 | 3,425 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $374,284 | 3,352 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $413,410 | 3,941 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $384,602 | 3,941 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $389,055 | 3,941 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $380,424 | 3,941 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $360,837 | 3,941 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $349,014 | 3,941 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $392,499 | 4,913 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $434,568 | 5,373 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||