BURNS J W & CO INC/NY

Position in DUK — Duke Energy CORP

CIK 1047339 DEWITT, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$241,134

-$7,390 QoQ

Shares Held

1,905

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,970

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BURNS J W & CO INC/NY holds $3,361,716 across 5 Utilities - Regulated Electric names. DUK ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	13,025	$1,246,622
2	NEE	Nextera Energy Inc	12,802	$1,123,631
3	ED	Consolidated Edison Inc	4,891	$541,091
4	DUK	Duke Energy CORP This page	1,905	$241,134
5	OGE	Oge Energy Corp.	4,300	$209,238

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,134	1,905	+0.4%	Shares	Sole	2026-07-15
2026-03-31	$248,524	1,898	-27.4%	Shares	Sole	2026-04-17
2025-12-31	$306,386	2,614	-1.0%	Shares	Sole	2026-01-12
2025-09-30	$326,823	2,641	-1.9%	Shares	Sole	2025-10-20
2025-06-30	$317,538	2,691	0.0%	Shares	Sole	2025-07-10
2025-03-31	$328,221	2,691	-19.8%	Shares	Sole	2025-04-08
2024-12-31	$361,683	3,357	+8.9%	Shares	Sole	2025-01-13
2024-09-30	$355,469	3,083	0.0%	Shares	Sole	2024-10-04
2024-06-30	$309,009	3,083	0.0%	Shares	Sole	2024-07-23
2024-03-31	$298,156	3,083	0.0%	Shares	Sole	2024-04-17
2023-12-31	$299,174	3,083	0.0%	Shares	Sole	2024-01-18
2023-09-30	$272,105	3,083	0.0%	Shares	Sole	2023-11-13
2023-06-30	$276,668	3,083	0.0%	Shares	Sole	2023-07-12
2023-03-31	$297,417	3,083	0.0%	Shares	Sole	2023-04-17
2022-12-31	$317,518	3,083	0.0%	Shares	Sole	2023-01-13
2022-09-30	$286,780	3,083	-0.5%	Shares	Sole	2022-10-04
2022-06-30	$332,243	3,099	0.0%	Shares	Sole	2022-07-14
2022-03-31	$346,034	3,099	0.0%	Shares	Sole	2022-04-08
2021-12-31	$325,085	3,099	0.0%	Shares	Sole	2022-01-20
2021-09-30	$302,431	3,099	0.0%	Shares	Sole	2021-10-13
2021-06-30	$305,933	3,099	0.0%	Shares	Sole	2021-07-12
2021-03-31	$299,146	3,099	0.0%	Shares	Sole	2021-04-16
2020-12-31	$283,744	3,099	0.0%	Shares	Sole	2021-01-12
2020-09-30	$274,447	3,099	-3.6%	Shares	Sole	2020-10-06
2020-06-30	$256,846	3,215	0.0%	Shares	Sole	2020-07-06
2020-03-31	$260,029	3,215	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.