SIGMA INVESTMENT COUNSELORS INC

Position in DUK — Duke Energy CORP

CIK 1085163 NORTHVILLE, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$322,779

+$25,546 QoQ

Shares Held

2,550

+12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,778

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SIGMA INVESTMENT COUNSELORS INC holds $7,587,970 across 6 Utilities - Regulated Electric names. DUK ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	55,239	$4,848,327
2	DTE	Dte Energy Co	7,126	$1,085,788
3	ETR	Entergy Corp /De/	4,709	$540,875
4	SO	Southern Co	5,133	$491,279
5	DUK	Duke Energy CORP This page	2,550	$322,779
6	ED	Consolidated Edison Inc	2,702	$298,922

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,779	2,550	+12.3%	Shares	Sole	2026-07-28
2026-03-31	$297,233	2,270	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$266,418	2,273	+0.8%	Shares	Sole	2026-02-03
2025-09-30	$279,180	2,256	-13.6%	Shares	Sole	2025-10-29
2025-06-30	$308,098	2,611	-15.1%	Shares	Sole	2025-07-29
2025-03-31	$375,301	3,077	0.0%	Shares	Sole	2025-04-30
2024-12-31	$331,515	3,077	0.0%	Shares	Sole	2025-02-04
2024-09-30	$354,778	3,077	0.0%	Shares	Sole	2024-10-23
2024-06-30	$308,407	3,077	0.0%	Shares	Sole	2024-07-25
2024-03-31	$297,576	3,077	0.0%	Shares	Sole	2024-04-25
2023-12-31	$298,592	3,077	-0.6%	Shares	Sole	2024-01-22
2023-09-30	$273,341	3,097	-32.2%	Shares	Sole	2023-10-24
2023-06-30	$409,932	4,568	-5.6%	Shares	Sole	2023-07-21
2023-03-31	$466,625	4,837	+6.4%	Shares	Sole	2023-04-28
2022-12-31	$468,295	4,547	+3.3%	Shares	Sole	2023-01-27
2022-09-30	$409,381	4,401	+0.2%	Shares	Sole	2022-10-24
2022-06-30	$470,759	4,391	+0.3%	Shares	Sole	2022-07-15
2022-03-31	$488,959	4,379	+18.2%	Shares	Sole	2022-04-20
2021-12-31	$388,759	3,706	-1.4%	Shares	Sole	2022-02-08
2021-09-30	$366,645	3,757	+3.3%	Shares	Sole	2021-11-05
2021-06-30	$358,945	3,636	-2.1%	Shares	Sole	2021-08-04
2021-03-31	$358,512	3,714	-2.8%	Shares	Sole	2021-04-30
2020-12-31	$349,850	3,821	-24.6%	Shares	Sole	2021-02-04
2020-06-30	$404,722	5,066	-0.1%	Shares	Sole	2020-07-31
2020-03-31	$409,980	5,069	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.