TRED AVON FAMILY WEALTH, LLC

Position in DUK — Duke Energy CORP

CIK 2094435 EASTON, MD

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$312,146

+$28,530 QoQ

Shares Held

2,466

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,798

of 2,446 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $5,735,243 across 5 Utilities - Regulated Electric names. DUK ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	31,229	$2,740,969
2	D	Dominion Energy, Inc	19,385	$1,323,801
3	NGG	National Grid PLC	9,733	$806,573
4	AEP	American Electric Power Co Inc	4,033	$551,754
5	DUK	Duke Energy CORP This page	2,466	$312,146

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,146	2,466	+13.9%	Shares	Sole	2026-08-10
2026-03-31	$283,616	2,166	+8.8%	Shares	Sole	2026-04-22
2025-12-31	$233,247	1,990	0.0%	Shares	Sole	2026-01-27
2025-09-30	$246,262	1,990	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.