Bleakley Financial Group, LLC

Position in DUK — Duke Energy CORP

CIK 1936953 PARSIPPANY, NJ

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,092,204

+$160,076 QoQ

Shares Held

32,329

+7.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#575

of 2,446 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. DUK ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	66,546	$5,400,873
2	NEE	Nextera Energy Inc	53,621	$4,706,315
3	DUK	Duke Energy CORP This page	32,329	$4,092,204
4	AEP	American Electric Power Co Inc	28,496	$3,898,537
5	SO	Southern Co	35,377	$3,385,932
6	PCG	PG&E Corp	188,624	$3,172,655
7	ED	Consolidated Edison Inc	26,487	$2,930,256
8	D	Dominion Energy, Inc	41,434	$2,829,527

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,092,204	32,329	+7.7%	Shares	Sole	2026-08-05
2026-03-31	$3,932,128	30,030	+1.4%	Shares	Sole	2026-05-04
2025-12-31	$3,469,533	29,601	+5.1%	Shares	Sole	2026-02-09
2025-09-30	$3,484,181	28,155	+1.6%	Shares	Sole	2025-11-10
2025-06-30	$3,268,600	27,700	+6.4%	Shares	Sole	2025-07-30
2025-03-31	$3,176,586	26,044	+7.2%	Shares	Sole	2025-05-01
2024-12-31	$2,616,573	24,286	+2.5%	Shares	Sole	2025-01-27
2024-09-30	$2,733,071	23,704	-2.2%	Shares	Sole	2024-10-16
2024-06-30	$2,429,174	24,236	+11.7%	Shares	Sole	2024-08-12
2024-03-31	$2,099,283	21,707	-0.8%	Shares	Sole	2024-05-08
2023-12-31	$2,122,458	21,872	+1.9%	Shares	Sole	2024-01-25
2023-09-30	$1,894,765	21,468	-14.9%	Shares	Sole	2023-11-14
2023-06-30	$2,263,781	25,226	+11.6%	Shares	Sole	2023-08-14
2023-03-31	$2,179,932	22,597	+3.0%	Shares	Sole	2023-05-12
2022-12-31	$2,259,600	21,940	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.