NorthStar Asset Management LLC /NJ/

Position in DUK — Duke Energy CORP

CIK 2011587 BERKELEY HEIGHTS, NJ

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$351,259

-$41,299 QoQ

Shares Held

2,775

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,705

of 2,440 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NorthStar Asset Management LLC /NJ/ holds $1,932,729 across 6 Utilities - Regulated Electric names. DUK ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	7,333	$595,146
2	DUK	Duke Energy CORP This page	2,775	$351,259
3	SO	Southern Co	3,347	$320,341
4	NEE	Nextera Energy Inc	2,784	$244,351
5	D	Dominion Energy, Inc	3,103	$211,903
6	AEP	American Electric Power Co Inc	1,533	$209,729

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,259	2,775	-7.4%	Shares	Sole	2026-08-05
2026-03-31	$392,558	2,998	+0.5%	Shares	Sole	2026-05-08
2025-12-31	$349,520	2,982	+5.7%	Shares	Sole	2026-02-10
2025-09-30	$349,222	2,822	+0.5%	Shares	Sole	2025-11-07
2025-06-30	$331,344	2,808	+1.9%	Shares	Sole	2025-08-12
2025-03-31	$336,027	2,755	+13.7%	Shares	Sole	2025-05-06
2024-12-31	$260,946	2,422	+0.6%	Shares	Sole	2025-01-23
2024-09-30	$277,642	2,408	-11.0%	Shares	Sole	2024-11-12
2024-06-30	$271,122	2,705	+0.7%	Shares	Sole	2024-08-05
2024-03-31	$259,859	2,687	+5.4%	Shares	Sole	2024-05-06
2023-12-31	$247,354	2,549	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.