Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,255,420
-$113,295 QoQ
Shares Held
9,918
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,018
of 2,443 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bluebird Wealth Management LLC holds $1,505,797 across 2 Utilities - Regulated Electric names. DUK ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
9,918 | $1,255,420 | |
| 2 | SO |
Southern Co
|
2,616 | $250,377 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,420 | 9,918 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,368,715 | 10,453 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,171,631 | 9,996 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||