Pegasus Asset Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1729049 MORRISTOWN, NJ

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,139,274

-$58,127 QoQ

Shares Held

40,601

+2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#507

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Pegasus Asset Management, Inc. holds $6,478,276 across 3 Utilities - Regulated Electric names. DUK ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	40,601	$5,139,274
2	ED	Consolidated Edison Inc	9,940	$1,099,662
3	PEG	Public Service Enterprise Group Inc	2,949	$239,340

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,139,274	40,601	+2.3%	Shares	Sole	2026-08-06
2026-03-31	$5,197,401	39,693	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$4,551,850	38,835	+4.4%	Shares	Sole	2026-02-02
2025-09-30	$4,605,480	37,216	+1.5%	Shares	Sole	2025-11-03
2025-06-30	$4,326,706	36,667	+2.1%	Shares	Sole	2025-07-25
2025-03-31	$4,380,674	35,916	+3.9%	Shares	Sole	2025-04-21
2024-12-31	$3,723,386	34,559	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$3,964,129	34,381	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$3,442,800	34,349	+1.1%	Shares	Sole	2024-07-25
2024-03-31	$3,286,979	33,988	+2.4%	Shares	Sole	2024-05-02
2023-12-31	$3,221,145	33,194	+4.3%	Shares	Sole	2024-02-09
2023-09-30	$2,808,080	31,816	+1.9%	Shares	Sole	2023-11-02
2023-06-30	$2,800,785	31,210	+2.0%	Shares	Sole	2023-08-01
2023-03-31	$2,953,236	30,613	+1.0%	Shares	Sole	2023-04-24
2022-12-31	$3,122,038	30,314	+4.8%	Shares	Sole	2023-01-26
2022-09-30	$2,690,138	28,920	-1.1%	Shares	Sole	2022-11-08
2022-06-30	$3,133,962	29,232	-1.3%	Shares	Sole	2022-08-01
2022-03-31	$3,307,257	29,619	-0.1%	Shares	Sole	2022-04-20
2021-12-31	$3,109,026	29,638	+3.0%	Shares	Sole	2022-01-18
2021-09-30	$2,808,347	28,777	+21.3%	Shares	Sole	2021-11-12
2021-06-30	$2,341,835	23,722	+2.8%	Shares	Sole	2021-07-29
2021-03-31	$2,226,947	23,070	+5.7%	Shares	Sole	2021-04-28
2020-12-31	$1,999,121	21,834	+2.9%	Shares	Sole	2021-01-15
2020-09-30	$1,879,154	21,219	+4.0%	Shares	Sole	2020-10-13
2020-06-30	$1,629,516	20,397	+0.6%	Shares	Sole	2020-08-11
2020-03-31	$1,640,003	20,277	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.