BERKSHIRE ASSET MANAGEMENT LLC/PA

Position in DUK — Duke Energy CORP

CIK 949012 WILKES BARRE, PA

Position in DUK

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$297,495

-$17,331 QoQ

Shares Held

2,272

-15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BERKSHIRE ASSET MANAGEMENT LLC/PA holds $3,124,004 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	AEP	American Electric Power Co Inc	20,696	$2,831,419
2	SO	Southern Co	3,057	$292,585

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$297,495	2,272	-15.4%	Shares	Sole	2026-05-11
2025-12-31	$314,826	2,686	-11.4%	Shares	Sole	2026-02-17
2025-09-30	$374,962	3,030	+4.8%	Shares	Sole	2025-11-07
2025-06-30	$341,256	2,892	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$353,347	2,897	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$312,984	2,905	+21.7%	Shares	Sole	2025-02-07
2024-09-30	$275,221	2,387	0.0%	Shares	Sole	2024-11-14
2024-06-30	$239,249	2,387	-31.4%	Shares	Sole	2024-08-13
2021-03-31	$335,731	3,478	-4.8%	Shares	Sole	2021-05-17
2020-12-31	$334,560	3,654	-5.4%	Shares	Sole	2021-02-16
2020-03-31	$312,439	3,863	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.