Ipswich Investment Management Co., Inc.

Position in DUK — Duke Energy CORP

CIK 1463753 BEVERLY, MA

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,033,254

-$159,991 QoQ

Shares Held

16,063

-4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#809

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Ipswich Investment Management Co., Inc. holds $5,719,172 across 7 Utilities - Regulated Electric names. DUK ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	16,063	$2,033,254
2	SO	Southern Co	17,117	$1,638,268
3	NEE	Nextera Energy Inc	11,069	$971,526
4	ED	Consolidated Edison Inc	4,077	$451,038
5	WEC	Wec Energy Group, Inc.	1,812	$211,587
6	D	Dominion Energy, Inc	3,050	$208,284
7	AEP	American Electric Power Co Inc	1,500	$205,215

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,033,254	16,063	-4.1%	Shares	Sole	2026-07-16
2026-03-31	$2,193,245	16,750	-0.8%	Shares	Sole	2026-04-10
2025-12-31	$1,979,676	16,890	-1.3%	Shares	Sole	2026-01-16
2025-09-30	$2,117,238	17,109	-4.9%	Shares	Sole	2025-10-08
2025-06-30	$2,122,466	17,987	0.0%	Shares	Sole	2025-07-16
2025-03-31	$2,193,874	17,987	+1.2%	Shares	Sole	2025-04-16
2024-12-31	$1,914,755	17,772	-1.1%	Shares	Sole	2025-02-03
2024-09-30	$2,071,364	17,965	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$1,799,128	17,950	-1.1%	Shares	Sole	2024-07-16
2024-03-31	$1,755,093	18,148	+3.6%	Shares	Sole	2024-04-19
2023-12-31	$1,699,558	17,514	+0.8%	Shares	Sole	2024-01-31
2023-09-30	$1,533,076	17,370	-1.0%	Shares	Sole	2023-11-08
2023-06-30	$1,574,847	17,549	+0.5%	Shares	Sole	2023-07-27
2023-03-31	$1,684,269	17,459	+2.0%	Shares	Sole	2023-04-24
2022-12-31	$1,762,055	17,109	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$1,589,618	17,089	-3.1%	Shares	Sole	2022-10-11
2022-06-30	$1,889,790	17,627	+0.9%	Shares	Sole	2022-07-26
2022-03-31	$1,951,481	17,477	-4.2%	Shares	Sole	2022-04-25
2021-12-31	$1,914,634	18,252	+0.7%	Shares	Sole	2022-01-24
2021-09-30	$1,769,013	18,127	+0.7%	Shares	Sole	2021-10-07
2021-06-30	$1,777,157	18,002	0.0%	Shares	Sole	2021-08-05
2021-03-31	$1,737,733	18,002	-21.1%	Shares	Sole	2021-04-09
2020-12-31	$2,088,117	22,806	-8.6%	Shares	Sole	2021-02-05
2020-09-30	$2,210,103	24,956	-0.9%	Shares	Sole	2020-10-06
2020-06-30	$2,011,710	25,181	-6.0%	Shares	Sole	2020-07-09
2020-03-31	$2,167,341	26,797	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.