NORTHEAST INVESTMENT MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1082215 BOSTON, MA

Position in DUK

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

Position Value

$203,160

-$6,998 QoQ

Shares Held

1,605

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,098

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Utilities · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $34,466,424 across 4 Utilities - Regulated Electric names. DUK ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	374,676	$32,885,312
2	SO	Southern Co	8,821	$844,257
3	AEP	American Electric Power Co Inc	3,901	$533,695
4	DUK	Duke Energy CORP This page	1,605	$203,160

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,160	1,605	0.0%	Shares	Sole	2026-07-16
2026-03-31	$210,158	1,605	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.