Rockbridge Investment Management, LCC

Position in DUK — Duke Energy CORP

CIK 1821984 Syracuse, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$256,197

-$8,170 QoQ

Shares Held

2,024

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,924

of 2,446 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Rockbridge Investment Management, LCC holds $1,044,555 across 3 Utilities - Regulated Electric names. DUK ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,112	$536,450
2	DUK	Duke Energy CORP This page	2,024	$256,197
3	SO	Southern Co	2,632	$251,908

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,197	2,024	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$264,367	2,019	+4.8%	Shares	Sole	2026-05-14
2025-12-31	$225,863	1,927	+35.7%	Shares	Sole	2026-02-04
2023-12-31	$137,796	1,420	+82.5%	Shares	Sole	2024-02-14
2022-06-30	$83,409	778	+20.1%	Shares	Sole	2024-05-28
2022-03-31	$72,355	648	+0.6%	Shares	Sole	2024-05-28
2021-12-31	$67,555	644	0.0%	Shares	Sole	2022-02-14
2021-09-30	$62,847	644	-5.2%	Shares	Sole	2021-11-12
2021-06-30	$67,030	679	0.0%	Shares	Sole	2021-08-05
2021-03-31	$65,543	679	+5.4%	Shares	Sole	2021-05-20
2020-12-31	$58,964	644	0.0%	Shares	Sole	2021-03-04
2020-09-30	$57,032	644	0.0%	Shares	Sole	2020-11-03
2020-06-30	$51,449	644	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.