BOSTON RESEARCH & MANAGEMENT INC

Position in DUK — Duke Energy CORP

CIK 1259261 MANCHESTER, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,775,085

-$210,444 QoQ

Shares Held

45,624

-0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#466

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

BOSTON RESEARCH & MANAGEMENT INC holds $12,924,172 across 4 Utilities - Regulated Electric names. DUK ranks #2 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,786	$6,476,197
2	DUK	Duke Energy CORP This page	45,624	$5,775,085
3	SO	Southern Co	4,710	$450,794
4	WEC	Wec Energy Group, Inc.	1,902	$222,096

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,775,085	45,624	-0.2%	Shares	Sole	2026-08-11
2026-03-31	$5,985,529	45,712	+0.7%	Shares	Sole	2026-04-10
2025-12-31	$5,322,154	45,407	-0.3%	Shares	Sole	2026-02-11
2025-09-30	$5,635,203	45,537	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$5,387,290	45,655	+2.5%	Shares	Sole	2025-08-12
2025-03-31	$5,430,958	44,527	-3.1%	Shares	Sole	2025-05-12
2024-12-31	$4,951,945	45,962	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$5,317,636	46,120	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$4,592,839	45,823	+1.4%	Shares	Sole	2024-08-13
2024-03-31	$4,371,872	45,206	+2.5%	Shares	Sole	2024-05-14
2023-12-31	$4,279,172	44,097	+7.4%	Shares	Sole	2024-02-12
2023-09-30	$3,625,279	41,075	+3.0%	Shares	Sole	2023-11-13
2023-06-30	$3,577,036	39,860	+3.5%	Shares	Sole	2023-08-01
2023-03-31	$3,715,349	38,513	+1.6%	Shares	Sole	2023-05-10
2022-12-31	$3,904,659	37,913	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$3,509,086	37,724	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$4,048,142	37,759	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$4,207,237	37,679	-2.8%	Shares	Sole	2022-05-12
2021-12-31	$4,067,917	38,779	+1.8%	Shares	Sole	2022-02-10
2021-09-30	$3,717,593	38,094	+0.5%	Shares	Sole	2021-11-10
2021-06-30	$3,740,895	37,894	+2.8%	Shares	Sole	2021-08-11
2021-03-31	$3,559,447	36,874	+20.2%	Shares	Sole	2021-05-11
2020-12-31	$2,808,969	30,679	+12.5%	Shares	Sole	2021-02-09
2020-09-30	$2,416,005	27,281	+48.9%	Shares	Sole	2020-11-09
2020-06-30	$1,463,904	18,324	+133.2%	Shares	Sole	2020-08-10
2020-03-31	$635,635	7,859	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.