BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in DUK — Duke Energy CORP

CIK 911274 CANTON, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$487,206

+$37,951 QoQ

Shares Held

3,849

+12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,502

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $7,802,349 across 9 Utilities - Regulated Electric names. DUK ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	30,075	$2,053,821
2	AEP	American Electric Power Co Inc	14,246	$1,948,995
3	PCG	PG&E Corp	57,881	$973,558
4	EIX	Edison International	12,240	$911,268
5	FE	Firstenergy Corp	10,649	$506,253
6	DUK	Duke Energy CORP This page	3,849	$487,206
7	ES	Eversource Energy	5,573	$402,760
8	SO	Southern Co	3,098	$296,509

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,206	3,849	+12.2%	Shares	Sole	2026-07-29
2026-03-31	$449,255	3,431	-5.6%	Shares	Sole	2026-04-16
2025-12-31	$426,058	3,635	-18.2%	Shares	Sole	2026-02-05
2025-09-30	$550,068	4,445	0.0%	Shares	Sole	2025-11-13
2025-06-30	$524,510	4,445	-4.4%	Shares	Sole	2025-08-07
2025-03-31	$566,916	4,648	+2.5%	Shares	Sole	2025-04-08
2024-12-31	$488,385	4,533	+3.1%	Shares	Sole	2025-01-28
2024-09-30	$507,089	4,398	0.0%	Shares	Sole	2024-10-22
2024-06-30	$440,811	4,398	-0.3%	Shares	Sole	2024-07-03
2024-03-31	$426,781	4,413	-8.7%	Shares	Sole	2024-04-08
2023-12-31	$468,897	4,832	+4.3%	Shares	Sole	2024-01-09
2023-09-30	$408,908	4,633	-5.6%	Shares	Sole	2023-10-10
2023-06-30	$440,264	4,906	-2.9%	Shares	Sole	2023-07-11
2023-03-31	$487,269	5,051	-0.3%	Shares	Sole	2023-04-11
2022-12-31	$521,747	5,066	0.0%	Shares	Sole	2023-01-17
2022-09-30	$471,239	5,066	0.0%	Shares	Sole	2022-10-06
2022-06-30	$543,125	5,066	0.0%	Shares	Sole	2022-07-11
2022-03-31	$565,669	5,066	-8.3%	Shares	Sole	2022-04-12
2021-12-31	$579,677	5,526	-4.9%	Shares	Sole	2022-01-10
2021-09-30	$567,095	5,811	0.0%	Shares	Sole	2021-10-08
2021-06-30	$573,661	5,811	-4.9%	Shares	Sole	2021-07-08
2021-03-31	$589,894	6,111	+8.4%	Shares	Sole	2021-04-23
2020-12-31	$516,032	5,636	+5.0%	Shares	Sole	2021-01-20
2020-09-30	$475,212	5,366	+7.2%	Shares	Sole	2020-10-08
2020-06-30	$399,929	5,006	0.0%	Shares	Sole	2020-07-17
2020-03-31	$404,885	5,006	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.