Sawyer & Company, Inc

Position in DUK — Duke Energy CORP

CIK 1722436 BOSTON, MA

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$970,488

-$64,199 QoQ

Shares Held

7,667

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,117

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

Sawyer & Company, Inc holds $1,143,543 across 4 Utilities - Regulated Electric names. DUK ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	7,667	$970,488
2	NEE	Nextera Energy Inc	942	$82,679
3	SO	Southern Co	742	$71,016
4	ED	Consolidated Edison Inc	175	$19,360

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,488	7,667	-3.0%	Shares	Sole	2026-07-23
2026-03-31	$1,034,687	7,902	-2.7%	Shares	Sole	2026-04-23
2025-12-31	$952,214	8,124	-0.6%	Shares	Sole	2026-02-02
2025-09-30	$1,011,532	8,174	0.0%	Shares	Sole	2025-10-07
2025-06-30	$964,532	8,174	-1.9%	Shares	Sole	2025-07-09
2025-03-31	$1,016,497	8,334	-6.5%	Shares	Sole	2025-04-22
2024-12-31	$960,717	8,917	-20.3%	Shares	Sole	2025-01-14
2024-09-30	$1,290,437	11,192	-2.7%	Shares	Sole	2024-10-10
2024-06-30	$1,152,344	11,497	-1.7%	Shares	Sole	2024-07-31
2024-03-31	$1,130,733	11,692	-1.0%	Shares	Sole	2024-04-16
2023-12-31	$1,145,654	11,806	-0.6%	Shares	Sole	2024-01-17
2023-09-30	$1,048,175	11,876	-0.2%	Shares	Sole	2023-10-25
2023-06-30	$1,067,995	11,901	0.0%	Shares	Sole	2023-07-13
2023-03-31	$1,148,089	11,901	-0.5%	Shares	Sole	2023-04-19
2022-12-31	$1,231,245	11,955	+7.5%	Shares	Sole	2023-01-11
2022-09-30	$1,034,382	11,120	-2.0%	Shares	Sole	2022-10-25
2022-06-30	$1,216,297	11,345	-2.6%	Shares	Sole	2022-07-20
2022-03-31	$1,300,839	11,650	-1.2%	Shares	Sole	2022-04-26
2021-12-31	$1,236,771	11,790	0.0%	Shares	Sole	2022-01-14
2021-09-30	$1,150,586	11,790	0.0%	Shares	Sole	2021-11-03
2021-06-30	$1,163,908	11,790	-0.4%	Shares	Sole	2021-07-29
2021-03-31	$1,142,432	11,835	-2.4%	Shares	Sole	2021-04-22
2020-12-31	$1,109,707	12,120	-0.5%	Shares	Sole	2021-01-26
2020-09-30	$1,079,103	12,185	0.0%	Shares	Sole	2020-10-20
2020-06-30	$973,459	12,185	0.0%	Shares	Sole	2020-07-31
2020-03-31	$985,522	12,185	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.