HEADINVEST, LLC

Position in DUK — Duke Energy CORP

CIK 1372130 Portland, ME

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$625,178

-$32,533 QoQ

Shares Held

4,939

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,346

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

HEADINVEST, LLC holds $2,545,698 across 4 Utilities - Regulated Electric names. DUK ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,587	$1,368,070
2	DUK	Duke Energy CORP This page	4,939	$625,178
3	D	Dominion Energy, Inc	4,652	$317,685
4	AEP	American Electric Power Co Inc	1,716	$234,765

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,178	4,939	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$657,711	5,023	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$595,192	5,078	-5.1%	Shares	Sole	2026-02-02
2025-09-30	$662,310	5,352	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$622,804	5,278	-15.8%	Shares	Sole	2025-08-14
2025-03-31	$764,751	6,270	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$673,913	6,255	-9.6%	Shares	Sole	2025-02-18
2024-09-30	$797,991	6,921	+7.4%	Shares	Sole	2024-11-15
2024-06-30	$645,781	6,443	0.0%	Shares	Sole	2024-08-14
2024-03-31	$623,102	6,443	+0.3%	Shares	Sole	2024-08-14
2023-12-31	$623,287	6,423	+0.5%	Shares	Sole	2024-02-12
2023-09-30	$563,804	6,388	-1.5%	Shares	Sole	2023-12-11
2023-06-30	$582,233	6,488	+1.2%	Shares	Sole	2023-08-23
2023-03-31	$618,565	6,412	-3.8%	Shares	Sole	2023-05-17
2022-12-31	$686,325	6,664	+14.1%	Shares	Sole	2023-02-13
2022-09-30	$543,422	5,842	+2.2%	Shares	Sole	2022-12-28
2022-06-30	$612,919	5,717	0.0%	Shares	Sole	2022-08-12
2022-03-31	$638,360	5,717	-0.5%	Shares	Sole	2022-05-13
2021-12-31	$602,545	5,744	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$561,825	5,757	-1.1%	Shares	Sole	2021-11-16
2021-06-30	$574,747	5,822	+1.9%	Shares	Sole	2021-08-30
2021-03-31	$551,765	5,716	+0.3%	Shares	Sole	2021-05-13
2020-12-31	$521,708	5,698	+32.7%	Shares	Sole	2021-02-16
2020-09-30	$380,276	4,294	+11.0%	Shares	Sole	2020-11-24
2020-06-30	$309,094	3,869	+5.5%	Shares	Sole	2020-08-12
2020-03-31	$296,748	3,669	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.