55 North Private Wealth, LLC

Position in DUK — Duke Energy CORP

CIK 2106457 WINTER PARK, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$321,639

+$68,663 QoQ

Shares Held

2,541

+31.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,779

of 2,440 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

55 North Private Wealth, LLC holds $1,730,886 across 6 Utilities - Regulated Electric names. DUK ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	3,903	$373,556
2	DUK	Duke Energy CORP This page	2,541	$321,639
3	NGG	National Grid PLC	3,421	$283,498
4	NEE	Nextera Energy Inc	3,160	$277,353
5	AEP	American Electric Power Co Inc	1,898	$259,665
6	ED	Consolidated Edison Inc	1,945	$215,175

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,639	2,541	+31.5%	Shares	Sole	2026-07-07
2026-03-31	$252,976	1,932	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.