NewEdge Wealth, LLC

Position in DUK — Duke Energy CORP

CIK 1861796 STAMFORD, CT

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$979,222

+$134,790 QoQ

Shares Held

7,736

+20.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,113

of 2,446 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Utilities · as of Jun 30, 2026

NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. DUK ranks #9 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	107,595	$9,443,613
2	D	Dominion Energy, Inc	79,128	$5,403,651
3	WEC	Wec Energy Group, Inc.	14,571	$1,701,455
4	PPL	PPL Corp	37,139	$1,350,002
5	SO	Southern Co	13,889	$1,329,316
6	AEP	American Electric Power Co Inc	9,175	$1,255,231
7	ETR	Entergy Corp /De/	9,666	$1,110,236
8	NGG	National Grid PLC	12,525	$1,037,946

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,222	7,736	+20.0%	Shares	Sole	2026-08-10
2026-03-31	$844,432	6,449	-43.3%	Shares	Sole	2026-05-13
2025-12-31	$1,333,146	11,374	+90.6%	Shares	Sole	2026-02-03
2025-09-30	$738,292	5,966	+23.8%	Shares	Sole	2025-11-07
2025-06-30	$568,878	4,821	-3.5%	Shares	Sole	2025-08-11
2025-03-31	$609,240	4,995	-16.1%	Shares	Sole	2025-05-09
2024-12-31	$641,376	5,953	+2.7%	Shares	Sole	2025-02-05
2024-09-30	$668,394	5,797	+102.6%	Shares	Sole	2024-11-12
2024-06-30	$286,858	2,862	-16.7%	Shares	Sole	2024-08-02
2024-03-31	$332,198	3,435	-73.2%	Shares	Sole	2024-05-06
2022-06-30	$1,374,432	12,820	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.