Tradewinds, LLC.

Position in DUK — Duke Energy CORP

CIK 1932342 RALEIGH, NC

Position in DUK

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

Position Value

$132,402

-$3,311,974 QoQ

Shares Held

1,046

-96.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,160

of 2,446 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Tradewinds, LLC. holds $5,294,430 across 7 Utilities - Regulated Electric names. DUK ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	50,402	$3,441,952
2	ED	Consolidated Edison Inc	61,225	$560,482
3	EVRG	Evergy, Inc.	5,865	$506,911
4	EIX	Edison International	3,630	$270,253
5	OGE	Oge Energy Corp.	5,073	$246,852
6	AEP	American Electric Power Co Inc	991	$135,578
7	DUK	Duke Energy CORP This page	1,046	$132,402

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,402	1,046	-96.0%	Shares	Sole	2026-08-14
2026-03-31	$3,444,376	26,305	+2.1%	Shares	Sole	2026-05-04
2025-12-31	$3,019,095	25,758	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$3,183,716	25,727	-0.3%	Shares	Sole	2025-10-29
2025-03-31	$3,148,411	25,813	+0.0%	Shares	Sole	2025-04-29
2024-12-31	$2,779,907	25,802	+2.1%	Shares	Sole	2025-02-12
2024-09-30	$2,913,285	25,267	+1.2%	Shares	Sole	2024-11-08
2024-06-30	$2,503,344	24,976	+79.7%	Shares	Sole	2024-08-14
2024-03-31	$1,343,882	13,896	+0.4%	Shares	Sole	2024-05-08
2023-09-30	$1,221,430	13,839	+2.1%	Shares	Sole	2023-11-06
2023-06-30	$1,216,515	13,556	+0.6%	Shares	Sole	2023-08-15
2023-03-31	$1,300,029	13,476	+4.7%	Shares	Sole	2023-04-06
2022-09-30	$1,197,353	12,872	+0.7%	Shares	Sole	2022-10-17
2022-06-30	$1,369,929	12,778	-8.3%	Shares	Sole	2022-08-15
2021-12-31	$1,462,515	13,942	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.