Garner Asset Management Corp

Position in DUK — Duke Energy CORP

CIK 1714093 PLANO, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$479,864

+$12,540 QoQ

Shares Held

3,791

+6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,512

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Garner Asset Management Corp holds $4,216,328 across 5 Utilities - Regulated Electric names. DUK ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	34,502	$2,356,141
2	SO	Southern Co	7,669	$733,999
3	DUK	Duke Energy CORP This page	3,791	$479,864
4	EVRG	Evergy, Inc.	4,857	$419,790
5	NEE	Nextera Energy Inc	2,581	$226,534

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,864	3,791	+6.2%	Shares	Sole	2026-08-07
2026-03-31	$467,324	3,569	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$418,088	3,567	-6.0%	Shares	Sole	2026-02-03
2025-09-30	$469,631	3,795	+5.6%	Shares	Sole	2025-11-10
2025-06-30	$424,092	3,594	-9.7%	Shares	Sole	2025-08-13
2025-03-31	$485,318	3,979	-4.5%	Shares	Sole	2025-05-06
2024-12-31	$449,060	4,168	-3.9%	Shares	Sole	2025-02-13
2024-09-30	$499,940	4,336	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$429,385	4,284	+5.0%	Shares	Sole	2024-08-12
2024-03-31	$394,673	4,081	-4.2%	Shares	Sole	2024-05-16
2023-12-31	$413,487	4,261	-4.2%	Shares	Sole	2024-02-14
2023-09-30	$392,580	4,448	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$388,484	4,329	-31.8%	Shares	Sole	2023-08-15
2023-03-31	$612,391	6,348	+1.0%	Shares	Sole	2023-05-15
2022-12-31	$647,292	6,285	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$584,165	6,280	-30.6%	Shares	Sole	2022-11-14
2022-06-30	$969,928	9,047	+29.9%	Shares	Sole	2022-07-29
2022-03-31	$777,376	6,962	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$730,838	6,967	-0.0%	Shares	Sole	2022-01-31
2021-09-30	$680,202	6,970	-0.5%	Shares	Sole	2021-10-29
2021-06-30	$691,237	7,002	0.0%	Shares	Sole	2021-08-03
2021-03-31	$675,903	7,002	-2.6%	Shares	Sole	2021-04-30
2020-12-31	$658,499	7,192	+3.2%	Shares	Sole	2021-01-29
2020-09-30	$617,440	6,972	-3.9%	Shares	Sole	2020-10-30
2020-06-30	$579,761	7,257	-0.0%	Shares	Sole	2020-07-27
2020-03-31	$587,188	7,260	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.