MEANS INVESTMENT CO., INC.

Position in DUK — Duke Energy CORP

CIK 701516 BANGOR, ME

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$379,360

-$11,495 QoQ

Shares Held

2,997

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,655

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $2,676,535 across 3 Utilities - Regulated Electric names. DUK ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,727	$1,643,668
2	SO	Southern Co	6,828	$653,507
3	DUK	Duke Energy CORP This page	2,997	$379,360

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,360	2,997	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$390,855	2,985	-3.3%	Shares	Sole	2026-04-24
2025-12-31	$361,827	3,087	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$381,026	3,079	-2.0%	Shares	Sole	2025-11-06
2025-06-30	$370,874	3,143	+1.5%	Shares	Sole	2025-07-25
2025-03-31	$377,619	3,096	-11.1%	Shares	Sole	2025-04-21
2024-12-31	$375,042	3,481	+0.5%	Shares	Sole	2025-01-24
2024-09-30	$399,283	3,463	-0.2%	Shares	Sole	2024-10-18
2024-06-30	$347,898	3,471	-8.5%	Shares	Sole	2024-07-19
2024-03-31	$366,724	3,792	-15.3%	Shares	Sole	2024-04-17
2023-12-31	$434,351	4,476	-1.9%	Shares	Sole	2024-01-25
2023-09-30	$402,818	4,564	-5.9%	Shares	Sole	2023-10-25
2023-06-30	$435,149	4,849	-0.9%	Shares	Sole	2023-07-31
2023-03-31	$471,931	4,892	-1.8%	Shares	Sole	2023-05-08
2022-12-31	$513,199	4,983	+7.3%	Shares	Sole	2023-01-27
2022-09-30	$431,984	4,644	+0.3%	Shares	Sole	2022-10-17
2022-06-30	$496,167	4,628	+0.4%	Shares	Sole	2022-07-21
2022-03-31	$514,864	4,611	+8.2%	Shares	Sole	2022-04-26
2021-12-31	$447,083	4,262	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$404,608	4,146	-2.0%	Shares	Sole	2021-11-12
2021-06-30	$417,585	4,230	+2.6%	Shares	Sole	2021-08-10
2021-03-31	$398,089	4,124	+0.8%	Shares	Sole	2021-04-05
2020-12-31	$374,663	4,092	-0.9%	Shares	Sole	2021-02-12
2020-09-30	$365,752	4,130	+0.5%	Shares	Sole	2020-11-09
2020-06-30	$328,347	4,110	+0.4%	Shares	Sole	2020-08-13
2020-03-31	$331,041	4,093	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.