Retirement Planning Co of New England, Inc.

Pension

Position in DUK — Duke Energy CORP

CIK 1817693 Warwick, RI

Back to DUK Full portfolio

Position in DUK

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

Position Value

$660,241

-$47,489 QoQ

Shares Held

5,216

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,315

of 2,440 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $4,225,682 across 6 Utilities - Regulated Electric names. DUK ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NGG	National Grid PLC	16,240	$1,345,808
2	SO	Southern Co	13,907	$1,331,038
3	DUK	Duke Energy CORP This page	5,216	$660,241
4	ES	Eversource Energy	4,977	$359,687
5	ED	Consolidated Edison Inc	2,724	$301,356
6	EXC	Exelon Corp	4,881	$227,552

All Filings in DUK

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$660,241	5,216	-3.5%	Shares	Sole	2026-07-30
2026-03-31	$707,730	5,405	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$634,809	5,416	-3.2%	Shares	Sole	2026-01-28
2025-09-30	$692,628	5,597	+2.2%	Shares	Sole	2025-11-03
2025-06-30	$646,522	5,479	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$669,615	5,490	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$581,688	5,399	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$629,307	5,458	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$535,027	5,338	-6.0%	Shares	Sole	2024-08-08
2024-03-31	$549,409	5,681	-20.0%	Shares	Sole	2024-05-06
2023-12-31	$689,275	7,103	+13.0%	Shares	Sole	2024-02-12
2023-09-30	$554,625	6,284	-13.4%	Shares	Sole	2023-11-13
2023-06-30	$651,332	7,258	+0.6%	Shares	Sole	2023-08-11
2023-03-31	$695,934	7,214	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$741,322	7,198	+1.6%	Shares	Sole	2023-02-03
2022-09-30	$658,860	7,083	+0.5%	Shares	Sole	2022-10-19
2022-06-30	$755,723	7,049	+0.7%	Shares	Sole	2022-08-12
2022-03-31	$781,285	6,997	-0.4%	Shares	Sole	2022-05-06
2021-12-31	$736,922	7,025	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.