ESSEX INVESTMENT MANAGEMENT CO LLC

Position in DUK — Duke Energy CORP

CIK 201772 BOSTON, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$265,311

-$10,317 QoQ

Shares Held

2,096

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,905

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ESSEX INVESTMENT MANAGEMENT CO LLC holds $1,563,175 across 6 Utilities - Regulated Electric names. DUK ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,923	$870,941
2	DUK	Duke Energy CORP This page	2,096	$265,311
3	SO	Southern Co	2,353	$225,205
4	DTE	Dte Energy Co	699	$106,506
5	WEC	Wec Energy Group, Inc.	430	$50,211
6	PPL	PPL Corp	1,238	$45,001

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,311	2,096	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$275,628	2,105	-0.8%	Shares	Sole	2026-05-11
2025-12-31	$248,719	2,122	0.0%	Shares	Sole	2026-02-13
2025-09-30	$262,597	2,122	0.0%	Shares	Sole	2025-11-06
2025-06-30	$250,396	2,122	0.0%	Shares	Sole	2025-08-12
2025-03-31	$258,820	2,122	-0.3%	Shares	Sole	2025-05-07
2024-12-31	$229,270	2,128	0.0%	Shares	Sole	2025-02-07
2024-09-30	$245,358	2,128	0.0%	Shares	Sole	2024-10-10
2024-06-30	$213,289	2,128	-7.1%	Shares	Sole	2024-08-12
2024-03-31	$221,562	2,291	0.0%	Shares	Sole	2024-05-03
2023-12-31	$222,318	2,291	0.0%	Shares	Sole	2024-02-08
2023-09-30	$202,203	2,291	0.0%	Shares	Sole	2023-11-09
2023-06-30	$205,594	2,291	0.0%	Shares	Sole	2023-08-14
2023-03-31	$221,012	2,291	0.0%	Shares	Sole	2023-05-04
2022-12-31	$235,950	2,291	-3.9%	Shares	Sole	2023-02-03
2022-09-30	$221,759	2,384	0.0%	Shares	Sole	2022-11-14
2022-06-30	$255,588	2,384	0.0%	Shares	Sole	2022-08-12
2022-03-31	$266,197	2,384	0.0%	Shares	Sole	2022-05-09
2021-12-31	$250,081	2,384	0.0%	Shares	Sole	2022-02-10
2021-09-30	$232,654	2,384	0.0%	Shares	Sole	2021-11-09
2021-06-30	$235,348	2,384	0.0%	Shares	Sole	2021-08-12
2021-03-31	$230,127	2,384	0.0%	Shares	Sole	2021-05-12
2020-12-31	$218,279	2,384	0.0%	Shares	Sole	2021-02-12
2020-09-30	$211,127	2,384	-6.5%	Shares	Sole	2020-11-12
2020-06-30	$203,719	2,550	0.0%	Shares	Sole	2020-08-04
2020-03-31	$206,244	2,550	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.