PATRICK M SWEENEY & ASSOCIATES, INC

Position in DUK — Duke Energy CORP

CIK 2010453 LIBERTYVILLE, IL

Position in DUK

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

Position Value

$272,906

-$889 QoQ

Shares Held

2,156

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,886

of 2,446 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATRICK M SWEENEY & ASSOCIATES, INC holds $2,067,049 across 6 Utilities - Regulated Electric names. DUK ranks #5 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,098	$447,451
2	WEC	Wec Energy Group, Inc.	3,371	$393,631
3	XEL	Xcel Energy Inc	4,450	$357,335
4	ES	Eversource Energy	4,915	$355,207
5	DUK	Duke Energy CORP This page	2,156	$272,906
6	SO	Southern Co	2,513	$240,519

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,906	2,156	+3.1%	Shares	Sole	2026-08-10
2026-03-31	$273,795	2,091	+0.0%	Shares	Sole	2026-05-07
2025-12-31	$244,968	2,090	0.0%	Shares	Sole	2026-02-04
2025-09-30	$258,637	2,090	+8.3%	Shares	Sole	2025-11-12
2025-06-30	$227,622	1,929	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$236,499	1,939	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$208,800	1,938	+6.1%	Shares	Sole	2025-01-22
2024-09-30	$210,653	1,827	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.