Riverbend Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 2055570 Myrtle Beach, SC

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$324,930

+$2,556 QoQ

Shares Held

2,567

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,775

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Riverbend Wealth Management, LLC holds $1,526,166 across 5 Utilities - Regulated Electric names. DUK ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	3,281	$362,977
2	EXC	Exelon Corp	7,459	$347,738
3	DUK	Duke Energy CORP This page	2,567	$324,930
4	NEE	Nextera Energy Inc	3,124	$274,193
5	XEL	Xcel Energy Inc	2,694	$216,328

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,930	2,567	+4.3%	Shares	Sole	2026-07-22
2026-03-31	$322,374	2,462	+8.5%	Shares	Sole	2026-04-22
2025-12-31	$265,949	2,269	+12.0%	Shares	Sole	2026-01-29
2025-09-30	$250,717	2,026	+4.7%	Shares	Sole	2025-10-21
2025-06-30	$228,330	1,935	-24.0%	Shares	Sole	2025-07-29
2025-03-31	$310,535	2,546	+0.9%	Shares	Sole	2025-04-23
2024-12-31	$271,935	2,524	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.