S.A. Mason LLC

Position in DUK — Duke Energy CORP

CIK 1800911 HOLLAND, MI

Position in DUK

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

Position Value

$156,959

-$2,133 QoQ

Shares Held

1,240

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,133

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

S.A. Mason LLC holds $2,603,088 across 6 Utilities - Regulated Electric names. DUK ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,510	$1,273,542
2	D	Dominion Energy, Inc	8,115	$554,173
3	SO	Southern Co	2,483	$237,647
4	AEP	American Electric Power Co Inc	1,430	$195,638
5	DTE	Dte Energy Co	1,215	$185,129
6	DUK	Duke Energy CORP This page	1,240	$156,959

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$156,959	1,240	+2.1%	Shares	Sole	2026-07-31
2026-03-31	$159,092	1,215	0.0%	Shares	Sole	2026-04-27
2025-12-31	$142,410	1,215	0.0%	Shares	Sole	2026-01-29
2025-09-30	$150,356	1,215	0.0%	Shares	Sole	2025-10-14
2025-06-30	$143,370	1,215	0.0%	Shares	Sole	2025-07-14
2025-03-31	$148,193	1,215	0.0%	Shares	Sole	2025-04-23
2024-12-31	$130,904	1,215	+1.0%	Shares	Sole	2025-01-24
2024-09-30	$138,705	1,203	0.0%	Shares	Sole	2024-10-25
2024-06-30	$120,576	1,203	0.0%	Shares	Sole	2024-07-10
2024-03-31	$116,342	1,203	0.0%	Shares	Sole	2024-04-15
2023-12-31	$116,739	1,203	0.0%	Shares	Sole	2024-01-17
2023-09-30	$106,176	1,203	+11.5%	Shares	Sole	2023-10-13
2023-06-30	$96,829	1,079	0.0%	Shares	Sole	2023-07-20
2023-03-31	$104,091	1,079	+4.2%	Shares	Sole	2023-05-10
2022-12-31	$106,697	1,036	0.0%	Shares	Sole	2023-01-10
2022-09-30	$96,368	1,036	0.0%	Shares	Sole	2022-10-20
2022-06-30	$111,069	1,036	+3.2%	Shares	Sole	2022-07-07
2022-03-31	$112,106	1,004	0.0%	Shares	Sole	2022-05-12
2021-12-31	$105,319	1,004	0.0%	Shares	Sole	2022-01-04
2021-09-30	$97,980	1,004	0.0%	Shares	Sole	2021-10-12
2021-06-30	$99,114	1,004	0.0%	Shares	Sole	2021-07-07
2021-03-31	$96,916	1,004	0.0%	Shares	Sole	2021-04-20
2020-12-31	$91,926	1,004	0.0%	Shares	Sole	2021-02-02
2020-09-30	$88,914	1,004	-9.1%	Shares	Sole	2020-10-21
2020-06-30	$88,198	1,104	-17.9%	Shares	Sole	2020-07-27
2020-03-31	$108,702	1,344	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.