Garrett Wealth Advisory Group, LLC

Position in DUK — Duke Energy CORP

CIK 1729443 WEATHERFORD, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$798,466

-$25,932 QoQ

Shares Held

6,308

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,206

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Garrett Wealth Advisory Group, LLC holds $1,387,784 across 3 Utilities - Regulated Electric names. DUK ranks #1 (57.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	6,308	$798,466
2	NEE	Nextera Energy Inc	3,805	$333,964
3	SO	Southern Co	2,668	$255,354

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,466	6,308	+0.2%	Shares	Sole	2026-08-04
2026-03-31	$824,398	6,296	+9.2%	Shares	Sole	2026-04-27
2025-12-31	$675,598	5,764	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$707,355	5,716	+0.8%	Shares	Sole	2025-11-18
2025-06-30	$669,296	5,672	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$686,203	5,626	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$601,404	5,582	+11.5%	Shares	Sole	2025-02-06
2024-09-30	$577,307	5,007	-2.2%	Shares	Sole	2024-11-01
2024-06-30	$513,177	5,120	+1.0%	Shares	Sole	2024-07-19
2024-03-31	$490,126	5,068	+1.1%	Shares	Sole	2024-04-30
2023-12-31	$486,558	5,014	+7.6%	Shares	Sole	2024-02-14
2023-09-30	$411,468	4,662	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$413,880	4,612	+9.3%	Shares	Sole	2023-07-27
2023-03-31	$407,006	4,219	+1.0%	Shares	Sole	2023-04-18
2022-12-31	$430,086	4,176	+1.0%	Shares	Sole	2023-02-02
2022-09-30	$384,637	4,135	+0.9%	Shares	Sole	2022-10-12
2022-06-30	$439,239	4,097	+1.0%	Shares	Sole	2022-07-27
2022-03-31	$453,004	4,057	+0.9%	Shares	Sole	2022-04-25
2021-12-31	$421,698	4,020	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$388,603	3,982	+1.0%	Shares	Sole	2021-10-26
2021-06-30	$389,351	3,944	+0.9%	Shares	Sole	2021-07-27
2021-03-31	$377,239	3,908	+1.1%	Shares	Sole	2021-04-14
2020-12-31	$354,062	3,867	+1.0%	Shares	Sole	2021-01-22
2020-09-30	$338,919	3,827	-0.8%	Shares	Sole	2020-10-23
2020-06-30	$308,055	3,856	+4.6%	Shares	Sole	2020-07-20
2020-03-31	$298,285	3,688	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.