Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$437,839
+$2,334 QoQ
Shares Held
3,459
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,565
of 2,440 holders
Holding Since
Sep 2023
12 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, 2026Onyx Bridge Wealth Group LLC holds $4,246,994 across 6 Utilities - Regulated Electric names. DUK ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
15,149 | $1,675,933 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
12,405 | $1,006,789 | |
| 3 | NEE |
Nextera Energy Inc
|
5,296 | $464,829 | |
| 4 | DUK |
Duke Energy CORP
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|
3,459 | $437,839 | |
| 5 | EXC |
Exelon Corp
|
9,362 | $436,455 | |
| 6 | FE |
Firstenergy Corp
|
4,736 | $225,149 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,839 | 3,459 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $435,505 | 3,326 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $372,141 | 3,175 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $391,916 | 3,167 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $330,872 | 2,804 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $341,028 | 2,796 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $294,345 | 2,732 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $312,578 | 2,711 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $271,021 | 2,704 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $260,730 | 2,696 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $349,052 | 3,597 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $360,806 | 4,088 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||