CHARTER RESEARCH & INVESTMENT GROUP, INC.

Position in DUK — Duke Energy CORP

CIK 1666624 SOUTHPORT, CT

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$225,438

-$7,766 QoQ

Shares Held

1,781

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,015

of 2,446 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $2,704,588 across 4 Utilities - Regulated Electric names. DUK ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	37,662	$1,369,013
2	ED	Consolidated Edison Inc	5,645	$624,506
3	NEE	Nextera Energy Inc	5,533	$485,631
4	DUK	Duke Energy CORP This page	1,781	$225,438

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,438	1,781	0.0%	Shares	Sole	2026-08-13
2026-03-31	$233,204	1,781	0.0%	Shares	Sole	2026-05-12
2025-12-31	$208,751	1,781	0.0%	Shares	Sole	2026-02-10
2025-09-30	$220,398	1,781	0.0%	Shares	Sole	2025-11-12
2025-06-30	$210,158	1,781	0.0%	Shares	Sole	2025-08-08
2025-03-31	$217,228	1,781	0.0%	Shares	Sole	2025-05-12
2024-09-30	$205,349	1,781	-20.0%	Shares	Sole	2024-11-12
2023-12-31	$215,914	2,225	0.0%	Shares	Sole	2024-02-12
2023-03-31	$214,645	2,225	0.0%	Shares	Sole	2023-05-08
2022-12-31	$229,152	2,225	0.0%	Shares	Sole	2023-02-13
2022-09-30	$206,969	2,225	-4.3%	Shares	Sole	2022-11-10
2022-06-30	$249,263	2,325	0.0%	Shares	Sole	2022-08-10
2022-03-31	$259,609	2,325	0.0%	Shares	Sole	2022-05-13
2021-12-31	$243,892	2,325	0.0%	Shares	Defined	2022-02-10
2021-09-30	$226,896	2,325	0.0%	Shares	Defined	2021-11-12
2021-06-30	$229,524	2,325	0.0%	Shares	Defined	2021-08-10
2021-03-31	$224,432	2,325	0.0%	Shares	Defined	2021-05-14
2020-12-31	$212,877	2,325	0.0%	Shares	Defined	2021-02-12
2020-09-30	$205,902	2,325	—	Shares	Defined	2020-11-10
No filing history on record for this holder in this stock.