RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in DUK — Duke Energy CORP

CIK 749044 WEST HARTFORD, CT

Position in DUK

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

Position Value

$2,890,834

+$10,416 QoQ

Shares Held

22,838

+3.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#686

of 2,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $25,139,557 across 5 Utilities - Regulated Electric names. DUK ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	217,406	$19,081,724
2	DUK	Duke Energy CORP This page	22,838	$2,890,834
3	ES	Eversource Energy	20,782	$1,501,915
4	SO	Southern Co	10,798	$1,033,476
5	WEC	Wec Energy Group, Inc.	5,409	$631,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,890,834	22,838	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$2,880,418	21,998	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$2,605,226	22,227	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$2,793,408	22,573	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$2,669,514	22,623	-1.3%	Shares	Sole	2025-08-15
2025-03-31	$2,796,528	22,928	-0.1%	Shares	Sole	2025-05-16
2024-12-31	$2,471,986	22,944	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$2,657,665	23,050	-1.8%	Shares	Sole	2024-11-15
2024-06-30	$2,352,197	23,468	-4.1%	Shares	Sole	2024-08-14
2024-03-31	$2,366,783	24,473	-14.9%	Shares	Sole	2024-05-15
2023-12-31	$2,791,452	28,766	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$2,574,897	29,174	+1.7%	Shares	Sole	2023-11-16
2023-06-30	$2,574,999	28,694	+14690.7%	Shares	Sole	2023-08-16
2023-03-31	$12	194	-99.3%	Shares	Sole	2023-05-11
2022-12-31	$3,029,965	29,420	+11.0%	Shares	Sole	2023-02-08
2022-09-30	$2,465,588	26,506	-0.6%	Shares	Sole	2022-11-15
2022-06-30	$2,860,041	26,677	-0.9%	Shares	Sole	2022-08-10
2022-03-31	$3,005,328	26,915	-1.8%	Shares	Sole	2022-05-20
2021-12-31	$2,875,728	27,414	-0.9%	Shares	Sole	2022-02-04
2021-09-30	$2,698,753	27,654	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$2,756,657	27,924	-5.2%	Shares	Sole	2021-08-10
2021-03-31	$2,842,422	29,446	-2.8%	Shares	Sole	2021-05-13
2020-12-31	$2,773,260	30,289	-3.8%	Shares	Sole	2021-02-16
2020-09-30	$2,787,603	31,477	-0.4%	Shares	Sole	2020-11-12
2020-06-30	$2,525,163	31,608	+2.2%	Shares	Sole	2020-08-11
2020-03-31	$2,501,861	30,933	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.