Robertson Stephens Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1767307 San Francisco, CA

Position in DUK

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

Position Value

$285,184

-$9,954 QoQ

Shares Held

2,253

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,860

of 2,446 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,546,012 across 7 Utilities - Regulated Electric names. DUK ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,604	$1,545,103
2	SO	Southern Co	5,270	$504,391
3	WEC	Wec Energy Group, Inc.	4,160	$485,763
4	IDA	Idacorp Inc	1,913	$289,436
5	DUK	Duke Energy CORP This page	2,253	$285,184
6	PEG	Public Service Enterprise Group Inc	2,852	$231,468
7	AEP	American Electric Power Co Inc	1,496	$204,667

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,184	2,253	-0.0%	Shares	Sole	2026-07-29
2026-03-31	$295,138	2,254	+5.9%	Shares	Sole	2026-04-28
2025-12-31	$249,422	2,128	+17.8%	Shares	Sole	2026-02-02
2025-09-30	$223,492	1,806	-36.9%	Shares	Sole	2025-11-12
2025-06-30	$337,480	2,860	+4.8%	Shares	Sole	2025-07-24
2025-03-31	$332,978	2,730	-5.7%	Shares	Sole	2025-04-17
2024-12-31	$312,015	2,896	+1.6%	Shares	Sole	2025-01-27
2024-09-30	$328,605	2,850	-6.9%	Shares	Sole	2024-11-12
2024-06-30	$306,703	3,060	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$293,128	3,031	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$289,470	2,983	-4.3%	Shares	Sole	2024-02-06
2023-09-30	$275,194	3,118	+44.3%	Shares	Sole	2023-11-13
2023-03-31	$208,471	2,161	-42.1%	Shares	Sole	2023-05-11
2020-03-31	$301,844	3,732	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.