CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in DUK — Duke Energy CORP

CIK 1074266 CANANDAIGUA, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,130,088

-$45,095 QoQ

Shares Held

16,828

-9.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#793

of 2,440 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $15,444,278 across 7 Utilities - Regulated Electric names. DUK ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,190	$6,862,736
2	SO	Southern Co	37,115	$3,552,276
3	DUK	Duke Energy CORP This page	16,828	$2,130,088
4	D	Dominion Energy, Inc	20,011	$1,366,551
5	ETR	Entergy Corp /De/	7,579	$870,523
6	ED	Consolidated Edison Inc	3,003	$332,221
7	EXC	Exelon Corp	7,076	$329,883

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,130,088	16,828	-9.3%	Shares	Sole	2026-07-07
2025-12-31	$2,175,183	18,558	-4.3%	Shares	Sole	2026-01-30
2025-09-30	$2,399,636	19,391	+0.0%	Shares	Sole	2025-10-07
2025-06-30	$2,288,020	19,390	+6.1%	Shares	Sole	2025-07-08
2025-03-31	$2,228,635	18,272	-3.9%	Shares	Sole	2025-04-25
2024-12-31	$2,049,214	19,020	+0.2%	Shares	Sole	2025-01-06
2024-09-30	$2,189,662	18,991	-3.6%	Shares	Sole	2024-10-03
2024-06-30	$1,974,831	19,703	-8.3%	Shares	Sole	2024-07-11
2024-03-31	$2,076,847	21,475	-3.2%	Shares	Sole	2024-04-01
2023-12-31	$2,152,347	22,180	-3.8%	Shares	Sole	2024-01-04
2023-09-30	$2,034,569	23,052	+10.9%	Shares	Sole	2023-10-10
2023-06-30	$1,865,066	20,783	-1.2%	Shares	Sole	2023-07-03
2023-03-31	$2,029,921	21,042	-5.8%	Shares	Sole	2023-04-11
2020-03-31	$1,806,293	22,333	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.