Point Windward Advisors Inc.

Position in DUK — Duke Energy CORP

CIK 1356202 NEW YORK, NY

Position in DUK

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

Position Value

$1,520,605

-$3,536 QoQ

Shares Held

12,013

+3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#931

of 2,446 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Point Windward Advisors Inc. holds $9,951,397 across 5 Utilities - Regulated Electric names. DUK ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,864	$3,762,173
2	D	Dominion Energy, Inc	40,357	$2,755,979
3	DUK	Duke Energy CORP This page	12,013	$1,520,605
4	EXC	Exelon Corp	24,641	$1,148,763
5	PEG	Public Service Enterprise Group Inc	9,412	$763,877

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,520,605	12,013	+3.2%	Shares	Sole	2026-07-30
2026-03-31	$1,524,141	11,640	+2.6%	Shares	Sole	2026-04-09
2025-12-31	$1,329,747	11,345	+1.1%	Shares	Sole	2026-01-14
2025-09-30	$1,389,093	11,225	+4.3%	Shares	Sole	2025-10-14
2025-06-30	$1,269,680	10,760	-13.1%	Shares	Sole	2025-07-30
2025-03-31	$1,509,378	12,375	+1.2%	Shares	Sole	2025-04-23
2024-12-31	$1,317,121	12,225	-0.2%	Shares	Sole	2025-01-15
2024-09-30	$1,413,001	12,255	-8.8%	Shares	Sole	2024-10-16
2024-06-30	$1,346,990	13,439	-3.3%	Shares	Sole	2024-07-12
2024-03-31	$1,343,688	13,894	+11.6%	Shares	Sole	2024-04-12
2023-12-31	$1,208,536	12,454	+1.5%	Shares	Sole	2024-01-10
2023-09-30	$1,082,950	12,270	+4.0%	Shares	Sole	2023-10-11
2023-06-30	$1,058,483	11,795	+9.7%	Shares	Sole	2023-07-11
2023-03-31	$1,037,052	10,750	+10.8%	Shares	Sole	2023-04-14
2022-12-31	$999,517	9,705	+3.7%	Shares	Sole	2023-01-18
2022-09-30	$870,202	9,355	0.0%	Shares	Sole	2022-10-12
2022-06-30	$1,002,949	9,355	-0.8%	Shares	Sole	2022-07-11
2022-03-31	$1,052,953	9,430	0.0%	Shares	Sole	2022-04-19
2021-12-31	$989,207	9,430	-6.9%	Shares	Sole	2022-01-19
2021-09-30	$988,586	10,130	-47.0%	Shares	Sole	2021-10-14
2021-06-30	$1,887,032	19,115	-1.3%	Shares	Sole	2021-07-15
2021-03-31	$1,869,786	19,370	-3.0%	Shares	Sole	2021-04-19
2020-12-31	$1,828,911	19,975	-3.2%	Shares	Sole	2021-01-22
2020-09-30	$1,826,550	20,625	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.