Essex Bank

Bank

Position in DUK — Duke Energy CORP

CIK 1752212 Essex, CT

Position in DUK

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

Position Value

$814,668

-$208,627 QoQ

Shares Held

6,436

-17.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,193

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 4% None 10%

Utilities · as of Jun 30, 2026

Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. DUK ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	12,293	$1,176,562
2	NEE	Nextera Energy Inc	10,666	$936,154
3	DUK	Duke Energy CORP This page	6,436	$814,668
4	AEP	American Electric Power Co Inc	4,415	$604,015
5	EXC	Exelon Corp	7,497	$349,509
6	D	Dominion Energy, Inc	4,369	$298,358
7	ES	Eversource Energy	3,518	$254,245
8	OGE	Oge Energy Corp.	5,215	$253,761

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$814,668	6,436	-17.6%	Shares	Sole	2026-07-23
2026-03-31	$1,023,295	7,815	-0.9%	Shares	Sole	2026-04-17
2025-12-31	$923,849	7,882	+3.5%	Shares	Sole	2026-02-02
2025-09-30	$942,232	7,614	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$899,514	7,623	0.0%	Shares	Sole	2025-07-11
2025-03-31	$929,776	7,623	-2.0%	Shares	Sole	2025-04-21
2024-12-31	$838,432	7,782	+6.0%	Shares	Sole	2025-01-14
2024-09-30	$846,763	7,344	-0.0%	Shares	Sole	2024-11-01
2024-06-30	$736,188	7,345	+3.8%	Shares	Sole	2024-07-23
2024-03-31	$684,029	7,073	0.0%	Shares	Sole	2024-04-22
2023-12-31	$686,363	7,073	+0.2%	Shares	Sole	2024-01-22
2023-09-30	$623,291	7,062	+7.7%	Shares	Sole	2023-10-12
2023-06-30	$588,244	6,555	-0.9%	Shares	Sole	2023-07-19
2023-03-31	$638,245	6,616	+1.0%	Shares	Sole	2023-04-24
2022-12-31	$674,583	6,550	-4.2%	Shares	Sole	2023-01-18
2022-09-30	$636,070	6,838	+5.9%	Shares	Sole	2022-10-19
2022-06-30	$692,039	6,455	0.0%	Shares	Sole	2022-07-19
2022-03-31	$720,764	6,455	+3.2%	Shares	Sole	2022-05-03
2021-12-31	$656,148	6,255	0.0%	Shares	Sole	2022-02-23
2021-09-30	$610,425	6,255	+3.8%	Shares	Sole	2021-10-20
2021-06-30	$594,886	6,026	+13.1%	Shares	Sole	2021-07-29
2021-03-31	$514,118	5,326	-4.1%	Shares	Sole	2021-04-22
2020-12-31	$508,248	5,551	+6.7%	Shares	Sole	2021-02-03
2020-09-30	$460,599	5,201	+0.5%	Shares	Sole	2020-10-26
2020-06-30	$413,350	5,174	-4.8%	Shares	Sole	2020-07-30
2020-03-31	$439,420	5,433	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.