Slocum, Gordon & Co LLP

Position in DUK — Duke Energy CORP

CIK 1993325 Newport, RI

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,522,088

-$383,197 QoQ

Shares Held

27,825

-6.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#623

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

Slocum, Gordon & Co LLP holds $26,945,072 across 5 Utilities - Regulated Electric names. DUK ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	101,436	$8,903,037
2	AEP	American Electric Power Co Inc	63,800	$8,728,478
3	FE	Firstenergy Corp	107,240	$5,098,189
4	DUK	Duke Energy CORP This page	27,825	$3,522,088
5	D	Dominion Energy, Inc	10,152	$693,280

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,522,088	27,825	-6.7%	Shares	Sole	2026-07-23
2026-03-31	$3,905,285	29,825	-1.0%	Shares	Sole	2026-04-15
2025-12-31	$3,529,779	30,115	0.0%	Shares	Sole	2026-01-26
2025-09-30	$3,726,731	30,115	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$3,562,420	30,190	-1.9%	Shares	Sole	2025-08-19
2025-03-31	$3,755,456	30,790	0.0%	Shares	Sole	2025-04-23
2024-12-31	$3,317,314	30,790	0.0%	Shares	Sole	2025-01-28
2024-09-30	$3,550,087	30,790	-4.1%	Shares	Sole	2024-11-04
2024-06-30	$3,219,688	32,123	-1.5%	Shares	Sole	2024-08-05
2024-03-31	$3,154,970	32,623	0.0%	Shares	Sole	2024-05-02
2023-12-31	$3,165,735	32,623	-0.4%	Shares	Sole	2024-02-14
2023-09-30	$2,889,544	32,739	0.0%	Shares	Sole	2023-11-09
2023-06-30	$2,937,997	32,739	-1.2%	Shares	Sole	2023-10-23
2023-03-31	$3,196,919	33,139	-19.8%	Shares	Sole	2023-12-14
2022-12-31	$4,257,503	41,339	—	Shares	Sole	2023-12-06
No filing history on record for this holder in this stock.