Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,151
-$763 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,324
of 2,446 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mascoma Wealth Management LLC holds $206,973 across 16 Utilities - Regulated Electric names. DUK ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
613 | $83,864 | |
| 2 | NEE |
Nextera Energy Inc
|
480 | $42,129 | |
| 3 | DTE |
Dte Energy Co
|
214 | $32,607 | |
| 4 | DUK |
Duke Energy CORP
This page
|
175 | $22,151 | |
| 5 | EXC |
Exelon Corp
|
188 | $8,764 | |
| 6 | XEL |
Xcel Energy Inc
|
81 | $6,504 | |
| 7 | FTS |
Fortis Inc.
|
91 | $5,207 | |
| 8 | SO |
Southern Co
|
22 | $2,105 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,151 | 175 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,914 | 175 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,628 | 176 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,047 | 162 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $29,382 | 249 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,759 | 162 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $17,453 | 162 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,678 | 162 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,517 | 75 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $25,338 | 262 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $25,424 | 262 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $23,124 | 262 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $23,511 | 262 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $34,922 | 362 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $37,282 | 362 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $33,673 | 362 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $38,810 | 362 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $40,420 | 362 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $37,973 | 362 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $35,327 | 362 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $34,943 | 362 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||