Stonebridge Financial Group, LLC/CA

Position in DUK — Duke Energy CORP

CIK 2142299 SAN RAFAEL, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$384,296

New position

Shares Held

3,036

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,647

of 2,446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stonebridge Financial Group, LLC/CA holds $2,047,060 across 4 Utilities - Regulated Electric names. DUK ranks #4 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	8,647	$590,503
2	AEP	American Electric Power Co Inc	3,971	$543,272
3	NEE	Nextera Energy Inc	6,027	$528,989
4	DUK	Duke Energy CORP This page	3,036	$384,296

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,296	3,036	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.