Hartford Financial Management Inc.

Position in DUK — Duke Energy CORP

CIK 1352526 WEST HARTFORD, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$68,859

-$2,372 QoQ

Shares Held

544

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,218

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

Hartford Financial Management Inc. holds $1,446,005 across 6 Utilities - Regulated Electric names. DUK ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	5,000	$478,550
2	D	Dominion Energy, Inc	5,435	$371,156
3	AEP	American Electric Power Co Inc	2,000	$273,620
4	NGG	National Grid PLC	2,000	$165,740
5	CNP	Centerpoint Energy Inc	2,000	$88,080
6	DUK	Duke Energy CORP This page	544	$68,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,859	544	0.0%	Shares	Sole	2026-07-24
2026-03-31	$71,231	544	-15.3%	Shares	Sole	2026-04-16
2025-12-31	$75,248	642	0.0%	Shares	Sole	2026-01-21
2025-09-30	$79,447	642	-34.2%	Shares	Sole	2025-10-28
2025-06-30	$115,050	975	-94.6%	Shares	Sole	2025-07-31
2025-03-31	$2,217,780	18,183	0.0%	Shares	Sole	2025-04-21
2024-12-31	$1,959,036	18,183	0.0%	Shares	Sole	2025-01-23
2024-09-30	$2,096,499	18,183	-0.9%	Shares	Sole	2024-10-28
2024-06-30	$1,839,621	18,354	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$1,784,009	18,447	0.0%	Shares	Sole	2024-04-24
2023-12-31	$1,790,096	18,447	-0.1%	Shares	Sole	2024-01-29
2023-09-30	$1,630,162	18,470	-0.4%	Shares	Sole	2023-10-24
2023-06-30	$1,663,689	18,539	-0.4%	Shares	Sole	2023-07-27
2023-03-31	$1,794,824	18,605	+0.2%	Shares	Sole	2023-04-25
2022-12-31	$1,913,142	18,576	-0.1%	Shares	Sole	2023-02-01
2022-09-30	$1,729,148	18,589	-0.5%	Shares	Sole	2022-10-25
2022-06-30	$2,002,039	18,674	-0.1%	Shares	Sole	2022-07-21
2022-03-31	$2,086,367	18,685	-1.0%	Shares	Sole	2022-05-05
2021-12-31	$1,980,826	18,883	+35.1%	Shares	Sole	2022-01-27
2021-09-30	$1,363,722	13,974	+0.5%	Shares	Sole	2021-10-29
2021-06-30	$1,372,010	13,898	-0.1%	Shares	Sole	2021-07-27
2021-03-31	$1,343,214	13,915	-0.3%	Shares	Sole	2021-04-14
2020-12-31	$1,277,628	13,954	-0.2%	Shares	Sole	2021-02-03
2020-09-30	$1,238,245	13,982	+0.1%	Shares	Sole	2020-10-16
2020-06-30	$1,115,504	13,963	+0.6%	Shares	Sole	2020-07-23
2020-03-31	$1,122,614	13,880	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.