CANANDAIGUA NATIONAL CORP

Position in DUK — Duke Energy CORP

CIK 759458 CANANDAIGUA, NY

Position in DUK

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$2,318,947

-$33,859 QoQ

Shares Held

17,710

-22.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $16,486,500 across 8 Utilities - Regulated Electric names. DUK ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,709	$7,310,491
2	SO	Southern Co	38,786	$3,743,624
3	DUK	Duke Energy CORP This page	17,710	$2,318,947
4	D	Dominion Energy, Inc	21,828	$1,349,406
5	ETR	Entergy Corp /De/	7,579	$851,576
6	EXC	Exelon Corp	7,076	$346,865
7	ED	Consolidated Edison Inc	3,003	$339,879
8	NWE	NorthWestern Energy Group, Inc.	3,423	$225,712

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,318,947	17,710	-22.5%	Shares	Sole	2026-04-08
2022-12-31	$2,352,806	22,845	-38.5%	Shares	Sole	2023-01-25
2022-09-30	$3,456,344	37,157	-1.9%	Shares	Sole	2022-10-05
2022-06-30	$4,059,935	37,869	-7.4%	Shares	Sole	2022-07-05
2022-03-31	$4,568,122	40,911	+57.5%	Shares	Sole	2022-05-09
2021-12-31	$2,725,616	25,983	-0.5%	Shares	Sole	2022-01-04
2021-09-30	$2,548,855	26,118	+6.7%	Shares	Sole	2021-10-04
2021-06-30	$2,416,764	24,481	-0.5%	Shares	Sole	2021-07-06
2021-03-31	$2,374,348	24,597	+0.8%	Shares	Sole	2021-04-05
2020-12-31	$2,234,888	24,409	+1.7%	Shares	Sole	2021-02-11
2020-09-30	$2,125,617	24,002	+0.2%	Shares	Sole	2020-10-19
2020-06-30	$1,912,966	23,945	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.