BELLEVUE ASSET MANAGEMENT, LLC

Position in DUK — Duke Energy CORP

CIK 1801619 BELLEVUE, WA

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$47,467

-$1,504 QoQ

Shares Held

375

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,243

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $222,088 across 6 Utilities - Regulated Electric names. DUK ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	1,084	$103,749
2	DUK	Duke Energy CORP This page	375	$47,467
3	PEG	Public Service Enterprise Group Inc	430	$34,898
4	NEE	Nextera Energy Inc	293	$25,716
5	EVRG	Evergy, Inc.	86	$7,432
6	AEE	Ameren Corp	25	$2,826

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,467	375	+0.3%	Shares	Sole	2026-08-04
2026-03-31	$48,971	374	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$43,719	373	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$46,035	372	-35.8%	Shares	Sole	2025-11-04
2025-06-30	$68,322	579	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$70,498	578	+0.2%	Shares	Sole	2025-04-28
2024-12-31	$62,165	577	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$66,297	575	+0.2%	Shares	Sole	2024-10-25
2024-06-30	$57,532	574	0.0%	Shares	Sole	2024-07-31
2024-03-31	$55,511	574	+0.2%	Shares	Sole	2024-04-26
2023-12-31	$55,603	573	-8.2%	Shares	Sole	2024-02-06
2023-09-30	$55,074	624	+0.2%	Shares	Sole	2023-10-25
2023-06-30	$55,908	623	+4.7%	Shares	Sole	2023-07-31
2023-03-31	$57,399	595	-20.7%	Shares	Sole	2023-05-09
2022-12-31	$77,242	750	+0.1%	Shares	Sole	2023-01-23
2022-09-30	$69,671	749	+0.3%	Shares	Sole	2022-11-07
2022-06-30	$80,085	747	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$83,298	746	+0.1%	Shares	Sole	2022-05-11
2021-12-31	$78,150	745	-8.8%	Shares	Sole	2022-02-03
2021-09-30	$79,731	817	-8.7%	Shares	Sole	2021-11-05
2021-06-30	$88,354	895	-4.1%	Shares	Sole	2021-08-09
2021-03-31	$90,062	933	0.0%	Shares	Sole	2021-05-12
2020-12-31	$85,425	933	-7.1%	Shares	Sole	2021-02-11
2020-09-30	$88,914	1,004	0.0%	Shares	Sole	2020-11-12
2020-06-30	$80,209	1,004	0.0%	Shares	Sole	2020-07-31
2020-03-31	$81,203	1,004	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.