Bright Futures Wealth Management, LLC.
Position in DUK — Duke Energy CORP
CIK 1803980
WEBSTER, NY 14580, NY
Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,316,811
-$319,415 QoQ
Shares Held
10,403
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#998
of 2,446 holders
Holding Since
Mar 2026
2 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, 2026Bright Futures Wealth Management, LLC. holds $1,594,672 across 2 Utilities - Regulated Electric names. DUK ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
10,403 | $1,316,811 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,031 | $277,861 |
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,811 | 10,403 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,636,226 | 12,496 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||