Baldwin Investment Management, LLC

Position in DUK — Duke Energy CORP

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in DUK

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

Position Value

$913,654

-$45,088 QoQ

Shares Held

7,218

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,144

of 2,446 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Utilities · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $10,109,418 across 5 Utilities - Regulated Electric names. DUK ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	62,458	$5,481,938
2	SO	Southern Co	33,202	$3,177,763
3	DUK	Duke Energy CORP This page	7,218	$913,654
4	EXC	Exelon Corp	6,450	$300,699
5	PEG	Public Service Enterprise Group Inc	2,900	$235,364

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$913,654	7,218	-1.4%	Shares	Sole	2026-07-28
2026-03-31	$958,742	7,322	-6.4%	Shares	Sole	2026-05-12
2025-12-31	$917,285	7,826	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$983,070	7,944	+6.1%	Shares	Sole	2025-11-10
2025-06-30	$883,702	7,489	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$918,921	7,534	+10.0%	Shares	Sole	2025-05-07
2024-12-31	$737,588	6,846	-20.7%	Shares	Sole	2025-02-14
2024-09-30	$995,384	8,633	-2.4%	Shares	Sole	2024-11-13
2024-06-30	$886,835	8,848	+0.8%	Shares	Sole	2024-07-30
2024-03-31	$849,307	8,782	+6.0%	Shares	Sole	2024-05-14
2023-12-31	$803,685	8,282	-1.8%	Shares	Sole	2024-02-13
2023-09-30	$744,208	8,432	-13.6%	Shares	Sole	2023-11-14
2023-06-30	$875,593	9,757	-2.0%	Shares	Sole	2023-08-01
2023-03-31	$960,551	9,957	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,025,162	9,954	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$939,874	10,104	+3.3%	Shares	Sole	2022-11-14
2022-06-30	$1,048,406	9,779	-3.9%	Shares	Sole	2022-08-02
2022-03-31	$1,136,587	10,179	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,067,252	10,174	0.0%	Shares	Sole	2022-02-11
2021-09-30	$992,880	10,174	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$986,212	9,990	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.