Chesapeake Wealth Management

Position in DUK — Duke Energy CORP

CIK 1730383 WILLIAMSBURG, VA

Position in DUK

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

Position Value

$381,891

+$123,023 QoQ

Shares Held

3,017

+52.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,649

of 2,446 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Chesapeake Wealth Management holds $5,081,027 across 7 Utilities - Regulated Electric names. DUK ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	28,370	$2,490,034
2	SO	Southern Co	9,095	$870,481
3	D	Dominion Energy, Inc	9,211	$629,019
4	DUK	Duke Energy CORP This page	3,017	$381,891
5	AEE	Ameren Corp	2,211	$249,931
6	LNT	Alliant Energy Corp	3,220	$245,653
7	PEG	Public Service Enterprise Group Inc	2,637	$214,018

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,891	3,017	+52.6%	Shares	Sole	2026-08-13
2026-03-31	$258,868	1,977	+9.7%	Shares	Sole	2026-05-18
2025-09-30	$222,997	1,802	+3.1%	Shares	Sole	2025-11-03
2025-06-30	$206,264	1,748	-0.9%	Shares	Sole	2025-07-28
2025-03-31	$215,033	1,763	0.0%	Shares	Sole	2025-05-08
2024-09-30	$203,273	1,763	-22.1%	Shares	Sole	2024-11-07
2023-03-31	$218,215	2,262	0.0%	Shares	Sole	2023-04-25
2022-12-31	$232,963	2,262	-1.3%	Shares	Sole	2023-02-23
2022-09-30	$213,201	2,292	-4.4%	Shares	Sole	2022-10-28
2022-06-30	$256,982	2,397	0.0%	Shares	Sole	2022-07-21
2022-03-31	$267,649	2,397	+4.8%	Shares	Sole	2022-04-19
2021-06-30	$225,772	2,287	0.0%	Shares	Sole	2021-07-29
2021-03-31	$220,764	2,287	0.0%	Shares	Sole	2021-04-26
2020-12-31	$209,397	2,287	-2.1%	Shares	Sole	2021-02-05
2020-09-30	$206,964	2,337	-19.7%	Shares	Sole	2020-11-12
2020-06-30	$232,639	2,912	-22.3%	Shares	Sole	2020-08-11
2020-03-31	$302,976	3,746	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.