Newman Dignan & Sheerar, Inc.

Position in DUK — Duke Energy CORP

CIK 1566493 PROVIDENCE, RI

Position in DUK

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

Position Value

$221,894

-$7,643 QoQ

Shares Held

1,753

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,021

of 2,440 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Newman Dignan & Sheerar, Inc. holds $2,778,943 across 5 Utilities - Regulated Electric names. DUK ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,352	$1,698,525
2	PEG	Public Service Enterprise Group Inc	5,605	$454,901
3	DUK	Duke Energy CORP This page	1,753	$221,894
4	SO	Southern Co	2,123	$203,192
5	D	Dominion Energy, Inc	2,935	$200,431

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,894	1,753	0.0%	Shares	Sole	2026-07-14
2026-03-31	$229,537	1,753	+2.0%	Shares	Sole	2026-04-13
2025-12-31	$201,483	1,719	-1.4%	Shares	Sole	2026-01-22
2025-09-30	$215,820	1,744	0.0%	Shares	Sole	2025-10-09
2025-06-30	$205,792	1,744	-40.5%	Shares	Sole	2025-07-18
2023-09-30	$258,690	2,931	0.0%	Shares	Sole	2023-11-08
2023-06-30	$263,027	2,931	0.0%	Shares	Sole	2023-08-02
2023-03-31	$282,753	2,931	0.0%	Shares	Sole	2023-04-28
2022-12-31	$301,863	2,931	0.0%	Shares	Sole	2023-01-20
2022-09-30	$272,641	2,931	+3.3%	Shares	Sole	2022-10-18
2022-06-30	$304,261	2,838	0.0%	Shares	Sole	2022-08-03
2022-03-31	$316,891	2,838	-10.0%	Shares	Sole	2022-04-14
2021-12-31	$330,959	3,155	0.0%	Shares	Sole	2022-01-18
2021-09-30	$307,896	3,155	—	Shares	Sole	2021-10-07
No filing history on record for this holder in this stock.