Barnes Wealth Management Group, Inc

Position in DUK — Duke Energy CORP

CIK 2066194 Bakersfield, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$333,158

-$13,178 QoQ

Shares Held

2,632

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,753

of 2,446 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Barnes Wealth Management Group, Inc holds $1,351,178 across 5 Utilities - Regulated Electric names. DUK ranks #1 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	2,632	$333,158
2	AEP	American Electric Power Co Inc	2,015	$275,672
3	ED	Consolidated Edison Inc	2,488	$275,247
4	EVRG	Evergy, Inc.	3,020	$261,018
5	NEE	Nextera Energy Inc	2,348	$206,083

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,158	2,632	-0.5%	Shares	Sole	2026-07-24
2026-03-31	$346,336	2,645	+1.3%	Shares	Sole	2026-05-18
2025-12-31	$305,918	2,610	+0.7%	Shares	Sole	2026-02-24
2025-09-30	$320,760	2,592	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$301,726	2,557	—	Shares	Sole	2025-08-27
No filing history on record for this holder in this stock.