Richard C. Young & CO., LTD.

Position in DUK — Duke Energy CORP

CIK 1387304 NEWPORT, RI

Position in DUK

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$6,207,210

+$810,979 QoQ

Shares Held

47,405

+3.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Richard C. Young & CO., LTD. holds $47,280,203 across 5 Utilities - Regulated Electric names. DUK ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	227,936	$22,000,382
2	NEE	Nextera Energy Inc	108,430	$10,070,978
3	FTS	Fortis Inc.	131,328	$7,326,789
4	DUK	Duke Energy CORP This page	47,405	$6,207,210
5	WEC	Wec Energy Group, Inc.	14,467	$1,674,844

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,207,210	47,405	+3.0%	Shares	Sole	2026-05-07
2025-12-31	$5,396,231	46,039	+7.8%	Shares	Sole	2026-01-29
2025-09-30	$5,282,763	42,689	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$4,926,028	41,746	+1.8%	Shares	Sole	2025-08-07
2025-03-31	$5,001,989	41,010	+3.1%	Shares	Sole	2025-05-02
2024-12-31	$4,286,435	39,785	+9.1%	Shares	Sole	2025-01-28
2024-09-30	$4,205,336	36,473	+302.0%	Shares	Sole	2024-11-07
2024-06-30	$909,487	9,074	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.