Financial Gravity Asset Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1741736 Lakeway, TX

Position in DUK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$17,545

+$1,202 QoQ

Shares Held

134

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. DUK ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,970	$554,493
2	XEL	Xcel Energy Inc	4,652	$369,554
3	PNW	Pinnacle West Capital Corp	1,085	$109,313
4	D	Dominion Energy, Inc	1,757	$108,617
5	SO	Southern Co	1,087	$104,917
6	ED	Consolidated Edison Inc	600	$67,908
7	DUK	Duke Energy CORP This page	134	$17,545
8	EIX	Edison International	200	$14,636

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,545	134	0.0%	Shares	Sole	2026-05-08
2025-03-31	$16,343	134	+458.3%	Shares	Sole	2025-04-30
2024-03-31 DUKB	$614	25	—	Shares	Sole	2024-05-13
2024-03-31	$2,320	24	-73.3%	Shares	Sole	2024-05-13
2023-06-30	$8,076	90	-12.6%	Shares	Sole	2023-08-09
2022-12-31	$10,607	103	-93.8%	Shares	Sole	2023-02-15
2022-09-30	$148,050	1,674	-13.1%	Shares	Sole	2022-11-03
2022-06-30	$206,478	1,926	+192500.0%	Shares	Sole	2022-08-05
2021-12-31	$104	1	0.0%	Shares	Sole	2022-02-11
2021-09-30	$97	1	0.0%	Shares	Sole	2021-11-12
2021-06-30	$98	1	-99.7%	Shares	Sole	2021-08-11
2020-03-31	$30,734	380	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.