Coston, McIsaac & Partners

Position in DUK — Duke Energy CORP

CIK 1945037 BAR HARBOR, ME

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$112,656

+$4,238 QoQ

Shares Held

890

+7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,181

of 2,446 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Coston, McIsaac & Partners holds $21,862,680 across 12 Utilities - Regulated Electric names. DUK ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	76,737	$7,344,497
2	ED	Consolidated Edison Inc	64,904	$7,180,328
3	NEE	Nextera Energy Inc	80,844	$7,095,676
4	DUK	Duke Energy CORP This page	890	$112,656
5	NGG	National Grid PLC	577	$47,815
6	ES	Eversource Energy	530	$38,303
7	EMA	Emera Inc	300	$15,906
8	AEP	American Electric Power Co Inc	100	$13,681

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,656	890	+7.5%	Shares	Sole	2026-08-12
2026-03-31	$108,418	828	-5.0%	Shares	Sole	2026-04-22
2025-12-31	$102,207	872	-1.5%	Shares	Sole	2026-02-03
2025-09-30	$109,518	885	-3.6%	Shares	Sole	2025-11-05
2025-06-30	$108,324	918	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$111,480	914	+10.4%	Shares	Sole	2025-05-13
2024-12-31	$89,208	828	-27.3%	Shares	Sole	2025-01-23
2024-09-30	$131,326	1,139	-9.8%	Shares	Sole	2024-10-22
2024-06-30	$126,590	1,263	+2.2%	Shares	Sole	2024-07-31
2024-03-31	$119,533	1,236	+27.3%	Shares	Sole	2024-04-17
2023-12-31	$94,225	971	+0.3%	Shares	Sole	2024-01-23
2023-09-30	$85,435	968	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$86,688	966	+14.7%	Shares	Sole	2023-08-01
2023-03-31	$81,227	842	+45.7%	Shares	Sole	2023-04-19
2022-12-31	$59,528	578	+0.2%	Shares	Sole	2023-02-09
2022-09-30	$53,672	577	+8.9%	Shares	Sole	2022-10-31
2022-06-30	$56,821	530	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.