JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in DUK — Duke Energy CORP

CIK 2006637 MILTON, GA

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,894,812

-$115,453 QoQ

Shares Held

54,470

+1.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#414

of 2,446 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,883,033 across 6 Utilities - Regulated Electric names. DUK ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	134,208	$12,845,047
2	DUK	Duke Energy CORP This page	54,470	$6,894,812
3	EXC	Exelon Corp	70,726	$3,297,246
4	AEP	American Electric Power Co Inc	20,368	$2,786,546
5	ED	Consolidated Edison Inc	6,510	$720,201
6	ETR	Entergy Corp /De/	2,953	$339,181

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,894,812	54,470	+1.7%	Shares	Sole	2026-07-16
2026-03-31	$7,010,265	53,538	+2.5%	Shares	Sole	2026-04-27
2025-12-31	$6,124,456	52,252	+1.6%	Shares	Sole	2026-01-15
2025-09-30	$6,365,700	51,440	+4.3%	Shares	Sole	2025-10-14
2025-06-30	$5,818,580	49,310	-1.3%	Shares	Sole	2025-07-22
2025-03-31	$6,091,303	49,941	+1.2%	Shares	Sole	2025-04-22
2024-12-31	$5,317,184	49,352	+2.8%	Shares	Sole	2025-01-21
2024-09-30	$5,533,592	47,993	+2.9%	Shares	Sole	2024-10-15
2024-06-30	$4,676,932	46,662	-1.3%	Shares	Sole	2024-07-11
2024-03-31	$4,571,094	47,266	-0.5%	Shares	Sole	2024-04-26
2023-12-31	$4,611,826	47,525	-0.6%	Shares	Sole	2024-01-17
2023-09-30	$4,221,211	47,827	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.