Fox Hill Wealth Management

Position in DUK — Duke Energy CORP

CIK 2016110 DEDHAM, MA

Position in DUK

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,870,979

+$459,934 QoQ

Shares Held

29,563

+1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Fox Hill Wealth Management holds $18,862,039 across 8 Utilities - Regulated Electric names. DUK ranks #1 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	29,563	$3,870,979
2	ETR	Entergy Corp /De/	23,959	$2,692,033
3	NEE	Nextera Energy Inc	24,132	$2,241,380
4	AEE	Ameren Corp	20,118	$2,211,370
5	WEC	Wec Energy Group, Inc.	18,212	$2,108,403
6	POR	Portland General Electric Co /Or/	39,447	$2,081,618
7	PEG	Public Service Enterprise Group Inc	23,252	$1,882,249
8	PCG	PG&E Corp	100,968	$1,774,007

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,870,979	29,563	+1.6%	Shares	Sole	2026-05-13
2025-12-31	$3,411,045	29,102	+2.5%	Shares	Sole	2026-02-12
2025-09-30	$3,512,767	28,386	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$3,322,526	28,157	+4.1%	Shares	Sole	2025-07-07
2025-03-31	$3,298,678	27,045	+3.5%	Shares	Sole	2025-05-13
2024-12-31	$2,814,707	26,125	+5.3%	Shares	Sole	2025-02-11
2024-09-30	$2,860,708	24,811	+29.8%	Shares	Sole	2024-11-14
2024-06-30	$1,916,096	19,117	+3.9%	Shares	Sole	2024-08-07
2024-03-31	$1,779,657	18,402	+176.2%	Shares	Sole	2024-04-17
2023-12-31	$646,480	6,662	—	Shares	Sole	2024-04-17
No filing history on record for this holder in this stock.