Bradley & Co. Private Wealth Management, LLC
Position in DUK — Duke Energy CORP
CIK 1861678
MIAMI, FL
Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,099
-$969 QoQ
Shares Held
222
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,298
of 2,446 holders
Holding Since
Jun 2022
16 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, 2026Bradley & Co. Private Wealth Management, LLC holds $377,119 across 4 Utilities - Regulated Electric names. DUK ranks #2 (7.5% of the industry book) .
All Filings in DUK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,099 | 222 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $29,068 | 222 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $26,020 | 222 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,472 | 222 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,196 | 222 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $27,077 | 222 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $23,918 | 222 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $22,251 | 222 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,469 | 222 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $20,572 | 212 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $18,711 | 212 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $19,024 | 212 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $20,451 | 212 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $21,833 | 212 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,720 | 212 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $22,728 | 212 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||