YHB Investment Advisors, Inc.

Position in DUK — Duke Energy CORP

CIK 1469219 West Hartford, CT

Position in DUK

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

Position Value

$298,349

+$93,914 QoQ

Shares Held

2,357

+42.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,835

of 2,446 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $10,676,727 across 4 Utilities - Regulated Electric names. DUK ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	110,729	$9,718,684
2	ETR	Entergy Corp /De/	2,962	$340,215
3	SO	Southern Co	3,338	$319,479
4	DUK	Duke Energy CORP This page	2,357	$298,349

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,349	2,357	+42.7%	Shares	Sole	2026-07-14
2025-09-30	$204,435	1,652	+0.5%	Shares	Sole	2025-10-08
2025-03-31	$200,396	1,643	-23.5%	Shares	Sole	2025-04-23
2023-12-31	$208,344	2,147	-20.4%	Shares	Sole	2024-01-29
2023-09-30	$238,037	2,697	+5.1%	Shares	Sole	2023-10-23
2023-06-30	$230,272	2,566	-8.1%	Shares	Sole	2023-08-10
2023-03-31	$269,247	2,791	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$286,930	2,786	-7.7%	Shares	Sole	2023-01-12
2022-09-30	$280,734	3,018	+0.2%	Shares	Sole	2022-11-03
2022-06-30	$323,023	3,013	+0.1%	Shares	Sole	2022-07-14
2022-03-31	$335,984	3,009	-4.5%	Shares	Sole	2022-04-14
2021-12-31	$330,644	3,152	-6.5%	Shares	Sole	2022-01-18
2021-09-30	$328,878	3,370	-5.9%	Shares	Sole	2021-10-28
2021-06-30	$353,713	3,583	-7.1%	Shares	Sole	2021-07-15
2021-03-31	$372,412	3,858	-1.8%	Shares	Sole	2021-04-22
2020-12-31	$359,556	3,927	+24.2%	Shares	Sole	2021-01-21
2020-09-30	$280,115	3,163	+0.2%	Shares	Sole	2020-11-02
2020-06-30	$252,292	3,158	-2.8%	Shares	Sole	2020-07-20
2020-03-31	$262,860	3,250	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.