Baron Wealth Management LLC

Position in DUK — Duke Energy CORP

CIK 1968507 TROY, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$443,916

-$20,921 QoQ

Shares Held

3,507

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,556

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,775,799 across 5 Utilities - Regulated Electric names. DUK ranks #1 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	3,507	$443,916
2	NEE	Nextera Energy Inc	4,781	$419,628
3	ETR	Entergy Corp /De/	3,056	$351,012
4	ES	Eversource Energy	4,173	$301,582
5	SO	Southern Co	2,713	$259,661

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,916	3,507	-1.2%	Shares	Sole	2026-07-07
2026-03-31	$464,837	3,550	+9.3%	Shares	Sole	2026-04-16
2025-12-31	$380,815	3,249	-10.1%	Shares	Sole	2026-01-14
2025-09-30	$447,480	3,616	+13.1%	Shares	Sole	2025-10-20
2025-06-30	$377,128	3,196	+3.0%	Shares	Sole	2025-07-09
2025-03-31	$378,594	3,104	+8.5%	Shares	Sole	2025-05-14
2024-12-31	$308,351	2,862	+4.8%	Shares	Sole	2025-01-23
2024-09-30	$314,769	2,730	+3.5%	Shares	Sole	2024-11-07
2024-06-30	$264,406	2,638	0.0%	Shares	Sole	2024-08-13
2024-03-31	$255,120	2,638	+10.0%	Shares	Sole	2024-05-08
2023-12-31	$232,701	2,398	—	Shares	Sole	2024-01-04
No filing history on record for this holder in this stock.