Charter Oak Capital Management, LLC

Position in DUK — Duke Energy CORP

CIK 1810720 PORTSMOUTH, NH

Position in DUK

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$241,060

+$26,215 QoQ

Shares Held

1,841

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Utilities · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $2,038,290 across 5 Utilities - Regulated Electric names. DUK ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,404	$1,152,083
2	DUK	Duke Energy CORP This page	1,841	$241,060
3	ES	Eversource Energy	3,477	$240,886
4	DTE	Dte Energy Co	1,389	$203,099
5	D	Dominion Energy, Inc	3,254	$201,162

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$241,060	1,841	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$214,845	1,833	-7.4%	Shares	Sole	2026-01-23
2025-03-31	$241,500	1,980	+0.9%	Shares	Sole	2025-04-14
2024-12-31	$211,385	1,962	+0.2%	Shares	Sole	2025-01-22
2024-09-30	$225,757	1,958	-10.5%	Shares	Sole	2024-10-30
2023-03-31	$211,076	2,188	0.0%	Shares	Defined	2023-04-19
2022-12-31	$225,342	2,188	0.0%	Shares	Sole	2023-01-20
2022-09-30	$203,527	2,188	-17.8%	Shares	Sole	2022-12-06
2022-06-30	$285,393	2,662	0.0%	Shares	Sole	2022-07-21
2022-03-31	$297,238	2,662	0.0%	Shares	Sole	2022-05-05
2021-12-31	$279,243	2,662	0.0%	Shares	Sole	2022-02-09
2021-09-30	$259,784	2,662	0.0%	Shares	Sole	2021-11-08
2021-06-30	$262,792	2,662	0.0%	Shares	Sole	2021-07-29
2021-03-31	$256,962	2,662	0.0%	Shares	Sole	2021-05-17
2020-12-31	$243,732	2,662	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.