Rossmore Private Capital

Position in DUK — Duke Energy CORP

CIK 1733082 GLASTONBURY, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$331,892

-$11,432 QoQ

Shares Held

2,622

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,757

of 2,446 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rossmore Private Capital holds $5,000,303 across 4 Utilities - Regulated Electric names. DUK ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,949	$3,769,633
2	AEP	American Electric Power Co Inc	4,454	$609,351
3	DUK	Duke Energy CORP This page	2,622	$331,892
4	SO	Southern Co	3,024	$289,427

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,892	2,622	0.0%	Shares	Sole	2026-07-31
2026-03-31	$343,324	2,622	0.0%	Shares	Sole	2026-05-01
2025-12-31	$307,324	2,622	0.0%	Shares	Sole	2026-02-05
2025-09-30	$324,472	2,622	+10.3%	Shares	Sole	2025-10-30
2025-06-30	$280,486	2,377	-8.1%	Shares	Sole	2025-08-07
2025-03-31	$315,536	2,587	-24.6%	Shares	Sole	2025-05-13
2024-12-31	$369,655	3,431	0.0%	Shares	Sole	2025-02-13
2024-09-30	$395,594	3,431	+32.8%	Shares	Sole	2024-11-05
2024-06-30	$258,994	2,584	0.0%	Shares	Sole	2024-08-12
2024-03-31	$249,898	2,584	0.0%	Shares	Sole	2024-05-13
2023-12-31	$250,751	2,584	0.0%	Shares	Sole	2024-02-07
2023-09-30	$228,063	2,584	+4.9%	Shares	Sole	2023-11-13
2023-06-30	$221,029	2,463	-34.5%	Shares	Sole	2023-08-14
2023-03-31	$362,727	3,760	+8.0%	Shares	Sole	2023-05-02
2022-12-31	$358,508	3,481	+2.9%	Shares	Sole	2023-02-14
2022-09-30	$314,686	3,383	+0.5%	Shares	Sole	2022-11-08
2022-06-30	$360,761	3,365	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$372,386	3,335	0.0%	Shares	Sole	2022-05-09
2021-12-31	$349,841	3,335	+3.6%	Shares	Sole	2022-02-07
2021-09-30	$314,142	3,219	0.0%	Shares	Sole	2021-11-08
2021-06-30	$317,779	3,219	0.0%	Shares	Sole	2021-08-13
2021-03-31	$310,730	3,219	-48.8%	Shares	Sole	2021-05-10
2020-12-31	$575,912	6,290	+48.4%	Shares	Sole	2021-02-10
2020-09-30	$375,317	4,238	0.0%	Shares	Sole	2020-11-10
2020-06-30	$338,573	4,238	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.