BENDER ROBERT & ASSOCIATES

Position in DUK — Duke Energy CORP

CIK 894300 PASADENA, CA

Position in DUK

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

Position Value

$221,261

-$7,622 QoQ

Shares Held

1,748

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,029

of 2,446 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BENDER ROBERT & ASSOCIATES holds $3,266,177 across 2 Utilities - Regulated Electric names. DUK ranks #2 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	34,692	$3,044,916
2	DUK	Duke Energy CORP This page	1,748	$221,261

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,261	1,748	0.0%	Shares	Sole	2026-07-30
2026-03-31	$228,883	1,748	0.0%	Shares	Sole	2026-04-23
2025-12-31	$204,883	1,748	-5.4%	Shares	Sole	2026-01-29
2025-09-30	$228,690	1,848	0.0%	Shares	Sole	2025-10-22
2025-06-30	$218,064	1,848	0.0%	Shares	Sole	2025-07-24
2025-03-31	$225,400	1,848	-11.2%	Shares	Sole	2025-04-18
2023-12-31	$201,843	2,080	-9.2%	Shares	Sole	2024-01-31
2023-06-30	$205,504	2,290	-10.2%	Shares	Sole	2023-07-14
2023-03-31	$245,902	2,549	-2.9%	Shares	Sole	2023-04-21
2022-12-31	$270,451	2,626	0.0%	Shares	Sole	2023-02-02
2022-09-30	$244,270	2,626	0.0%	Shares	Sole	2022-10-27
2022-06-30	$281,533	2,626	0.0%	Shares	Sole	2022-07-19
2022-03-31	$293,219	2,626	0.0%	Shares	Sole	2022-04-14
2021-12-31	$275,467	2,626	0.0%	Shares	Sole	2022-02-07
2021-09-30	$256,271	2,626	0.0%	Shares	Sole	2021-11-09
2021-06-30	$259,238	2,626	0.0%	Shares	Sole	2021-07-16
2021-03-31	$253,487	2,626	0.0%	Shares	Sole	2021-04-28
2020-12-31	$240,436	2,626	0.0%	Shares	Sole	2021-01-29
2020-09-30	$232,558	2,626	0.0%	Shares	Sole	2020-10-29
2020-06-30	$209,791	2,626	-3.8%	Shares	Sole	2020-07-31
2020-03-31	$220,883	2,731	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.