TRAPHAGEN INVESTMENT ADVISORS LLC

Position in DUK — Duke Energy CORP

CIK 2023380 ORADELL, NJ

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$495,687

+$12,519 QoQ

Shares Held

3,916

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,489

of 2,452 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $6,938,539 across 4 Utilities - Regulated Electric names. DUK ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	60,180	$4,884,208
2	ED	Consolidated Edison Inc	11,674	$1,291,494
3	DUK	Duke Energy CORP This page	3,916	$495,687
4	D	Dominion Energy, Inc	3,912	$267,150

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,687	3,916	+6.1%	Shares	Sole	2026-07-16
2026-03-31	$483,168	3,690	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$432,270	3,688	-21.3%	Shares	Sole	2026-01-27
2025-09-30	$580,263	4,689	+2.7%	Shares	Sole	2025-10-07
2025-06-30	$538,788	4,566	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$568,990	4,665	+0.5%	Shares	Sole	2025-04-17
2024-12-31	$500,129	4,642	-4.6%	Shares	Sole	2025-01-17
2024-09-30	$561,165	4,867	+2.4%	Shares	Sole	2024-10-21
2024-06-30	$476,493	4,754	+4.0%	Shares	Sole	2024-07-23
2024-03-31	$442,158	4,572	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$453,564	4,674	+0.0%	Shares	Sole	2024-06-17
2023-09-30	$412,350	4,672	-2.5%	Shares	Sole	2024-06-17
2023-06-30	$430,213	4,794	+54.9%	Shares	Sole	2024-06-17
2023-03-31	$298,478	3,094	-11.6%	Shares	Sole	2024-06-17
2022-12-31	$360,362	3,499	+11.2%	Shares	Sole	2024-06-17
2022-09-30	$292,640	3,146	+13.2%	Shares	Sole	2024-06-17
2022-06-30	$298,043	2,780	-4.2%	Shares	Sole	2024-06-17
2022-03-31	$324,148	2,903	-39.1%	Shares	Sole	2024-06-17
2021-12-31	$500,058	4,767	+71.5%	Shares	Sole	2024-06-17
2021-09-30	$271,202	2,779	+0.3%	Shares	Sole	2024-06-17
2021-06-30	$273,454	2,770	+0.4%	Shares	Sole	2024-06-17
2021-03-31	$266,422	2,760	+48.0%	Shares	Sole	2024-06-17
2020-12-31	$170,759	1,865	-85.4%	Shares	Sole	2024-06-17
2020-09-30	$1,134,630	12,812	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.