Marin Bay Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 2109834 SAN ANSELMO, CA

Position in DUK

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

Position Value

$207,211

-$153,397 QoQ

Shares Held

1,637

-40.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,083

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Marin Bay Wealth Advisors, LLC holds $1,765,610 across 4 Utilities - Regulated Electric names. DUK ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	10,213	$828,887
2	NEE	Nextera Energy Inc	5,112	$448,680
3	ETR	Entergy Corp /De/	2,445	$280,832
4	DUK	Duke Energy CORP This page	1,637	$207,211

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,211	1,637	-40.6%	Shares	Sole	2026-08-10
2026-03-31	$360,608	2,754	+50.8%	Shares	Sole	2026-05-12
2025-12-31	$214,025	1,826	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.