Carl P. Sherr & Co., LLC

Position in DUK — Duke Energy CORP

CIK 1818535 WORCESTER, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$330,500

-$11,384 QoQ

Shares Held

2,611

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,764

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Carl P. Sherr & Co., LLC holds $2,038,321 across 4 Utilities - Regulated Electric names. DUK ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,963	$962,222
2	WEC	Wec Energy Group, Inc.	4,186	$488,799
3	DUK	Duke Energy CORP This page	2,611	$330,500
4	PNW	Pinnacle West Capital Corp	2,400	$256,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,500	2,611	0.0%	Shares	Sole	2026-08-03
2026-03-31	$341,884	2,611	0.0%	Shares	Sole	2026-05-07
2025-12-31	$306,035	2,611	-5.4%	Shares	Sole	2026-02-09
2025-09-30	$341,673	2,761	+1.5%	Shares	Sole	2025-11-03
2025-06-30	$321,078	2,721	0.0%	Shares	Sole	2025-08-08
2025-03-31	$331,880	2,721	0.0%	Shares	Sole	2025-05-08
2024-12-31	$293,160	2,721	0.0%	Shares	Sole	2025-02-03
2024-09-30	$313,731	2,721	0.0%	Shares	Sole	2024-11-14
2024-06-30	$272,725	2,721	0.0%	Shares	Sole	2024-07-23
2024-03-31	$263,147	2,721	0.0%	Shares	Sole	2024-05-02
2023-12-31	$264,045	2,721	0.0%	Shares	Sole	2024-01-30
2023-09-30	$240,155	2,721	-9.6%	Shares	Sole	2023-11-03
2023-06-30	$270,117	3,010	-0.4%	Shares	Sole	2023-07-17
2023-03-31	$291,435	3,021	0.0%	Shares	Sole	2023-05-02
2022-12-31	$311,132	3,021	-22.9%	Shares	Sole	2023-02-03
2022-09-30	$364,638	3,920	0.0%	Shares	Sole	2022-11-10
2022-06-30	$420,263	3,920	-4.3%	Shares	Sole	2022-08-03
2022-03-31	$457,582	4,098	0.0%	Shares	Sole	2022-05-03
2021-12-31	$429,880	4,098	0.0%	Shares	Sole	2022-02-11
2021-09-30	$399,923	4,098	-0.2%	Shares	Sole	2021-11-03
2021-06-30	$405,344	4,106	-2.6%	Shares	Sole	2021-07-21
2021-03-31	$406,873	4,215	0.0%	Shares	Sole	2021-04-13
2020-12-31	$385,925	4,215	-1.3%	Shares	Sole	2021-02-08
2020-09-30	$378,239	4,271	0.0%	Shares	Sole	2020-10-19
2020-06-30	$341,210	4,271	0.0%	Shares	Sole	2020-07-29
2020-03-31	$345,438	4,271	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.