DAYMARK WEALTH PARTNERS, LLC

Position in DUK — Duke Energy CORP

CIK 1956824 CINCINNATI, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,608,126

-$245,415 QoQ

Shares Held

44,305

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#474

of 2,446 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $25,382,309 across 18 Utilities - Regulated Electric names. DUK ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,221	$5,812,217
2	DUK	Duke Energy CORP This page	44,305	$5,608,126
3	SO	Southern Co	39,337	$3,764,944
4	FE	Firstenergy Corp	72,829	$3,462,290
5	D	Dominion Energy, Inc	17,184	$1,173,495
6	ES	Eversource Energy	9,745	$704,271
7	AEP	American Electric Power Co Inc	5,041	$689,659
8	ED	Consolidated Edison Inc	6,046	$668,868

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,608,126	44,305	-0.9%	Shares	Sole	2026-07-31
2026-03-31	$5,853,541	44,704	-2.6%	Shares	Sole	2026-05-11
2025-12-31	$5,379,821	45,899	+8.1%	Shares	Sole	2026-01-12
2025-09-30	$5,252,692	42,446	+4.1%	Shares	Sole	2025-10-22
2025-06-30	$4,813,574	40,793	+6.9%	Shares	Sole	2025-08-04
2025-03-31	$4,655,594	38,170	-2.0%	Shares	Sole	2025-04-23
2024-12-31	$4,196,257	38,948	+0.5%	Shares	Sole	2025-01-17
2024-09-30	$4,469,028	38,760	+2.4%	Shares	Sole	2024-10-08
2024-06-30	$3,792,903	37,842	+6.0%	Shares	Sole	2024-08-14
2024-03-31	$3,453,320	35,708	+39.4%	Shares	Sole	2024-04-10
2023-12-31	$2,486,358	25,622	-0.4%	Shares	Sole	2024-01-09
2023-09-30	$2,271,371	25,735	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$2,316,817	25,817	+89.7%	Shares	Sole	2023-07-19
2023-03-31	$1,312,956	13,610	+3.4%	Shares	Sole	2023-04-20
2022-12-31	$1,355,657	13,163	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.