NORTHCAPE WEALTH MANAGEMENT, LLC

Position in DUK — Duke Energy CORP

CIK 1902806 WILLIAMSVILLE, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,440,679

+$266,181 QoQ

Shares Held

35,082

+10.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#554

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $12,232,248 across 5 Utilities - Regulated Electric names. DUK ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	35,082	$4,440,679
2	NEE	Nextera Energy Inc	50,399	$4,423,520
3	ES	Eversource Energy	34,672	$2,505,745
4	AEP	American Electric Power Co Inc	4,738	$648,205
5	ETR	Entergy Corp /De/	1,864	$214,099

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,440,679	35,082	+10.0%	Shares	Sole	2026-08-10
2026-03-31	$4,174,498	31,881	+97.8%	Shares	Sole	2026-05-01
2025-12-31	$1,889,425	16,120	-0.2%	Shares	Sole	2026-01-22
2025-09-30	$1,999,057	16,154	+8.2%	Shares	Sole	2025-11-04
2025-06-30	$1,760,914	14,923	-0.6%	Shares	Sole	2025-08-05
2025-03-31	$1,831,257	15,014	+9.5%	Shares	Sole	2025-04-25
2024-12-31	$1,477,761	13,716	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$1,593,215	13,818	+2.3%	Shares	Sole	2024-11-06
2024-06-30	$1,354,407	13,513	+1.7%	Shares	Sole	2024-07-25
2024-03-31	$1,285,566	13,293	-3.0%	Shares	Sole	2024-04-30
2023-12-31	$1,329,350	13,699	-5.2%	Shares	Sole	2024-02-05
2023-09-30	$1,275,886	14,456	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$1,319,447	14,703	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$1,426,212	14,784	+123.6%	Shares	Sole	2023-05-15
2022-12-31	$680,969	6,612	-56.9%	Shares	Sole	2023-02-07
2022-09-30	$1,428,415	15,356	+13.2%	Shares	Sole	2022-11-08
2022-06-30	$1,454,196	13,564	-10.2%	Shares	Sole	2022-08-09
2022-03-31	$1,686,847	15,107	+11.6%	Shares	Sole	2022-04-18
2021-12-31	$1,420,346	13,540	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.