HM PAYSON & CO

Position in DUK — Duke Energy CORP

CIK 928052 PORTLAND, ME

Position in DUK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$945,425

-$100,916 QoQ

Shares Held

7,469

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,125

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Utilities · as of Jun 30, 2026

HM PAYSON & CO holds $18,652,682 across 29 Utilities - Regulated Electric names. DUK ranks #7 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	91,564	$8,036,572
2	WEC	Wec Energy Group, Inc.	12,792	$1,493,721
3	AEP	American Electric Power Co Inc	10,355	$1,416,667
4	D	Dominion Energy, Inc	18,239	$1,245,541
5	ED	Consolidated Edison Inc	11,196	$1,238,613
6	SO	Southern Co	9,929	$950,304
7	DUK	Duke Energy CORP This page	7,469	$945,425
8	ETR	Entergy Corp /De/	7,712	$885,799

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,425	7,469	-6.5%	Shares	Sole	2026-07-17
2026-03-31	$1,046,341	7,991	-2.4%	Shares	Sole	2026-04-13
2025-12-31	$960,066	8,191	-6.1%	Shares	Sole	2026-02-12
2025-09-30	$1,079,470	8,723	+10.5%	Shares	Sole	2025-10-17
2025-06-30	$931,256	7,892	-0.3%	Shares	Sole	2025-10-17
2025-03-31	$965,757	7,918	+15.4%	Shares	Sole	2025-04-29
2024-12-31	$738,988	6,859	-6.7%	Shares	Sole	2025-02-07
2024-09-30	$847,224	7,348	-3.4%	Shares	Sole	2024-10-28
2024-06-30	$762,047	7,603	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$726,485	7,512	-6.8%	Shares	Sole	2024-06-20
2023-12-31	$782,432	8,063	-9.9%	Shares	Sole	2024-02-13
2023-09-30	$789,926	8,950	+10.7%	Shares	Sole	2023-11-06
2023-06-30	$725,547	8,085	-0.3%	Shares	Sole	2023-07-17
2023-03-31	$782,661	8,113	-9.2%	Shares	Sole	2023-04-18
2022-12-31	$920,112	8,934	-1.6%	Shares	Sole	2023-02-06
2022-09-30	$844,714	9,081	0.0%	Shares	Sole	2022-10-25
2022-06-30	$973,574	9,081	-2.2%	Shares	Sole	2022-08-15
2022-03-31	$1,037,209	9,289	+1.1%	Shares	Sole	2022-05-12
2021-12-31	$963,926	9,189	+5.7%	Shares	Sole	2022-02-15
2021-09-30	$848,252	8,692	+1.0%	Shares	Sole	2021-11-30
2021-06-30	$849,683	8,607	-8.8%	Shares	Sole	2021-08-17
2021-03-31	$911,436	9,442	-10.9%	Shares	Sole	2021-06-15
2020-12-31	$970,719	10,602	-0.9%	Shares	Sole	2021-03-10
2020-09-30	$947,680	10,701	-7.8%	Shares	Sole	2020-12-21
2020-06-30	$927,602	11,611	+7.4%	Shares	Sole	2020-08-13
2020-03-31	$874,393	10,811	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.