Trueblood Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 2005380 LIMA, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$482,649

-$13,220 QoQ

Shares Held

3,813

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,507

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $5,232,588 across 8 Utilities - Regulated Electric names. DUK ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	9,620	$1,123,327
2	NEE	Nextera Energy Inc	11,129	$976,792
3	AEP	American Electric Power Co Inc	6,228	$852,052
4	SO	Southern Co	8,597	$822,818
5	DUK	Duke Energy CORP This page	3,813	$482,649
6	ETR	Entergy Corp /De/	3,112	$357,444
7	XEL	Xcel Energy Inc	4,117	$330,595
8	ES	Eversource Energy	3,970	$286,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,649	3,813	+0.7%	Shares	Sole	2026-07-27
2026-03-31	$495,869	3,787	-6.8%	Shares	Sole	2026-04-21
2025-12-31	$476,458	4,065	-3.7%	Shares	Sole	2026-01-21
2025-09-30	$522,225	4,220	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$497,488	4,216	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$513,737	4,212	-1.5%	Shares	Sole	2025-04-15
2024-12-31	$460,803	4,277	-2.8%	Shares	Sole	2025-01-16
2024-09-30	$507,550	4,402	-0.8%	Shares	Sole	2024-10-23
2024-06-30	$444,920	4,439	-1.7%	Shares	Sole	2024-08-08
2024-03-31	$436,645	4,515	+2.3%	Shares	Sole	2024-04-26
2023-12-31	$428,431	4,415	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.