Fragasso Financial Advisors Inc

Position in DUK — Duke Energy CORP

CIK 1613331 SEWICKLEY, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$251,008

+$2,092 QoQ

Shares Held

1,983

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,940

of 2,440 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fragasso Financial Advisors Inc holds $2,503,973 across 4 Utilities - Regulated Electric names. DUK ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,158	$1,330,417
2	D	Dominion Energy, Inc	9,379	$640,491
3	SO	Southern Co	2,947	$282,057
4	DUK	Duke Energy CORP This page	1,983	$251,008

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,008	1,983	+4.3%	Shares	Sole	2026-07-09
2026-03-31	$248,916	1,901	+8.3%	Shares	Sole	2026-04-07
2025-12-31	$205,703	1,755	-6.4%	Shares	Sole	2026-01-07
2025-09-30	$231,907	1,874	+7.0%	Shares	Sole	2025-10-06
2025-06-30	$206,618	1,751	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.