FLAGSHIP HARBOR ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1691766 BOSTON, MA

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$535,306

-$22,760 QoQ

Shares Held

4,229

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,430

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. DUK ranks #7 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,375	$2,402,703
2	ETR	Entergy Corp /De/	8,004	$919,339
3	AEP	American Electric Power Co Inc	6,599	$902,809
4	ES	Eversource Energy	9,661	$698,200
5	SO	Southern Co	6,493	$621,445
6	XEL	Xcel Energy Inc	7,714	$619,434
7	DUK	Duke Energy CORP This page	4,229	$535,306
8	PEG	Public Service Enterprise Group Inc	4,330	$351,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,306	4,229	-0.8%	Shares	Sole	2026-07-22
2026-03-31	$558,066	4,262	+6.1%	Shares	Sole	2026-04-28
2025-12-31	$470,949	4,018	-13.1%	Shares	Sole	2026-01-21
2025-09-30	$572,343	4,625	+31.4%	Shares	Sole	2025-11-05
2025-06-30	$415,478	3,521	+5.7%	Shares	Sole	2025-08-04
2025-03-31	$406,404	3,332	-21.7%	Shares	Sole	2025-04-22
2024-12-31	$458,541	4,256	+5.7%	Shares	Sole	2025-01-21
2024-09-30	$464,313	4,027	+0.0%	Shares	Sole	2024-10-21
2024-06-30	$403,525	4,026	+0.4%	Shares	Sole	2025-12-02
2024-03-31	$387,903	4,011	-2.1%	Shares	Sole	2024-04-16
2023-12-31	$397,766	4,099	+6.0%	Shares	Sole	2024-01-10
2023-09-30	$341,213	3,866	+1.9%	Shares	Sole	2023-10-17
2023-06-30	$340,563	3,795	-31.9%	Shares	Sole	2023-07-11
2023-03-31	$537,434	5,571	+28.8%	Shares	Sole	2023-04-12
2022-12-31	$445,534	4,326	+3.0%	Shares	Sole	2023-01-13
2022-09-30	$390,777	4,201	+14.5%	Shares	Sole	2022-10-13
2022-06-30	$393,353	3,669	-8.3%	Shares	Sole	2022-07-13
2022-03-31	$446,751	4,001	-0.0%	Shares	Sole	2022-04-13
2021-12-31	$419,809	4,002	-39.9%	Shares	Sole	2022-02-17
2021-09-30	$649,363	6,654	0.0%	Shares	Sole	2021-11-01
2021-06-30	$656,882	6,654	-1.3%	Shares	Sole	2021-07-26
2021-03-31	$650,998	6,744	+1.1%	Shares	Sole	2021-05-03
2020-12-31	$610,613	6,669	-3.2%	Shares	Sole	2021-02-08
2020-09-30	$610,001	6,888	-35.9%	Shares	Sole	2020-10-13
2020-06-30	$858,018	10,740	+48.6%	Shares	Sole	2020-07-31
2020-03-31	$584,600	7,228	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.