Stonebridge Financial Planning Group, LLC
Position in DUK — Duke Energy CORP
CIK 1802494
ORLANDO, FL
Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$470,624
-$17,520 QoQ
Shares Held
3,718
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,518
of 2,446 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Stonebridge Financial Planning Group, LLC holds $690,757 across 2 Utilities - Regulated Electric names. DUK ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,718 | $470,624 | |
| 2 | SO |
Southern Co
|
2,300 | $220,133 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,624 | 3,718 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $488,144 | 3,728 | Shares | Sole | 2026-05-08 | |
| 2021-03-31 | $6,370 | 66 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,042 | 66 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,844 | 66 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,509 | 94 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $7,602 | 94 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||