Sky Investment Group LLC

Position in DUK — Duke Energy CORP

CIK 1333792 HARTFORD, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,597,114

-$198,683 QoQ

Shares Held

44,218

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#475

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sky Investment Group LLC holds $17,180,292 across 4 Utilities - Regulated Electric names. DUK ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	85,563	$8,189,234
2	DUK	Duke Energy CORP This page	44,218	$5,597,114
3	EMA	Emera Inc	53,975	$2,861,754
4	AEP	American Electric Power Co Inc	3,890	$532,190

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,597,114	44,218	-0.1%	Shares	Sole	2026-07-20
2026-03-31	$5,795,797	44,263	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$5,170,484	44,113	+6.4%	Shares	Sole	2026-01-14
2025-09-30	$5,128,323	41,441	+0.1%	Shares	Sole	2025-10-09
2025-06-30	$4,884,138	41,391	-0.4%	Shares	Sole	2025-07-10
2025-03-31	$5,071,024	41,576	+0.5%	Shares	Sole	2025-04-16
2024-12-31	$4,455,695	41,356	+5.1%	Shares	Sole	2025-01-16
2024-09-30	$4,538,669	39,364	-2.1%	Shares	Sole	2024-10-21
2024-06-30	$4,029,646	40,204	-0.2%	Shares	Sole	2024-07-16
2024-03-31	$3,895,865	40,284	+0.1%	Shares	Sole	2024-04-23
2023-12-31	$3,903,336	40,224	-0.2%	Shares	Sole	2024-01-24
2023-09-30	$3,556,789	40,299	+1.1%	Shares	Sole	2023-10-26
2023-06-30	$3,576,049	39,849	+2.3%	Shares	Sole	2023-07-25
2023-03-31	$3,757,602	38,951	+5.3%	Shares	Sole	2023-04-25
2022-12-31	$3,809,394	36,988	+0.3%	Shares	Sole	2023-01-27
2022-09-30	$3,429,926	36,873	+0.2%	Shares	Sole	2022-10-25
2022-06-30	$3,944,577	36,793	-0.6%	Shares	Sole	2022-07-12
2022-03-31	$4,132,424	37,009	+0.4%	Shares	Sole	2022-04-14
2021-12-31	$3,864,935	36,844	+0.0%	Shares	Sole	2022-01-24
2021-09-30	$3,594,630	36,834	+1.7%	Shares	Sole	2021-11-08
2021-06-30	$3,576,823	36,232	-1.3%	Shares	Sole	2021-07-21
2021-03-31	$3,542,844	36,702	+0.8%	Shares	Sole	2021-04-20
2020-12-31	$3,333,150	36,404	+7.5%	Shares	Sole	2021-01-25
2020-09-30	$2,998,110	33,854	+4.3%	Shares	Sole	2020-10-08
2020-06-30	$2,591,951	32,444	+1.5%	Shares	Sole	2020-07-20
2020-03-31	$2,584,439	31,954	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.