Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$431,764
-$46,167 QoQ
Shares Held
3,411
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,578
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,115,416 across 6 Utilities - Regulated Electric names. DUK ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,785 | $1,749,115 | |
| 2 | NEE |
Nextera Energy Inc
|
8,225 | $721,908 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,791 | $442,675 | |
| 4 | DUK |
Duke Energy CORP
This page
|
3,411 | $431,764 | |
| 5 | SO |
Southern Co
|
4,088 | $391,262 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,666 | $378,692 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,764 | 3,411 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $477,931 | 3,650 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $423,245 | 3,611 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $446,861 | 3,611 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $443,798 | 3,761 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $455,070 | 3,731 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $408,334 | 3,790 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $418,423 | 3,629 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $358,723 | 3,579 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $404,151 | 4,179 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $521,978 | 5,379 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $479,163 | 5,429 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $486,839 | 5,425 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $522,963 | 5,421 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $689,209 | 6,692 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $691,324 | 7,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $834,308 | 7,782 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $870,836 | 7,799 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $817,800 | 7,796 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $809,509 | 8,295 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $818,586 | 8,292 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $236,112 | 2,446 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $275,320 | 3,007 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $265,945 | 3,003 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $239,590 | 2,999 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $379,569 | 4,693 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||