Graves Light Lenhart Wealth, Inc.

Position in DUK — Duke Energy CORP

CIK 1759803 HARRISONBURG, VA

Position in DUK

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

Position Value

$2,174,770

+$29,319 QoQ

Shares Held

17,181

+4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#786

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Graves Light Lenhart Wealth, Inc. holds $5,850,063 across 5 Utilities - Regulated Electric names. DUK ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	17,181	$2,174,770
2	D	Dominion Energy, Inc	25,108	$1,714,625
3	AEP	American Electric Power Co Inc	6,870	$939,884
4	SO	Southern Co	8,470	$810,663
5	NEE	Nextera Energy Inc	2,394	$210,121

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,174,770	17,181	+4.9%	Shares	Sole	2026-07-07
2026-03-31	$2,145,451	16,385	-1.5%	Shares	Sole	2026-04-08
2025-12-31	$1,949,085	16,629	-1.8%	Shares	Sole	2026-01-09
2025-09-30	$2,094,840	16,928	-7.9%	Shares	Sole	2025-10-07
2025-06-30	$2,169,312	18,384	+2.4%	Shares	Sole	2025-07-09
2025-03-31	$2,189,483	17,951	-0.1%	Shares	Sole	2025-04-09
2024-12-31	$1,936,626	17,975	-0.2%	Shares	Sole	2025-01-14
2024-09-30	$2,076,322	18,008	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$1,809,552	18,054	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$1,743,391	18,027	-4.0%	Shares	Sole	2024-05-13
2023-12-31	$1,822,799	18,784	+0.0%	Shares	Sole	2024-05-13
2023-09-30	$1,657,787	18,783	-1.7%	Shares	Sole	2023-11-13
2023-06-30	$1,715,110	19,112	+4.3%	Shares	Sole	2023-08-14
2023-03-31	$1,767,137	18,318	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,886,467	18,317	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,703,754	18,316	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,963,551	18,315	-5.3%	Shares	Sole	2022-08-15
2022-03-31	$2,159,839	19,343	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$2,028,975	19,342	-1.6%	Shares	Sole	2022-02-14
2021-09-30	$1,919,107	19,665	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,941,328	19,665	+0.0%	Shares	Sole	2021-07-12
2021-03-31	$1,898,165	19,664	-8.3%	Shares	Sole	2021-04-09
2020-12-31	$1,963,595	21,446	-2.8%	Shares	Sole	2021-02-04
2020-09-30	$1,954,430	22,069	-4.5%	Shares	Sole	2020-11-10
2020-06-30	$1,847,056	23,120	-5.6%	Shares	Sole	2020-07-31
2020-03-31	$1,980,589	24,488	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.