Beacon Financial Advisory LLC

Position in DUK — Duke Energy CORP

CIK 1800502 Cleveland, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$233,793

+$28,087 QoQ

Shares Held

1,847

+17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,994

of 2,452 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $3,167,869 across 4 Utilities - Regulated Electric names. DUK ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	28,722	$1,365,443
2	AEP	American Electric Power Co Inc	9,962	$1,362,901
3	DUK	Duke Energy CORP This page	1,847	$233,793
4	NEE	Nextera Energy Inc	2,344	$205,732

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,793	1,847	+17.6%	Shares	Sole	2026-08-05
2026-03-31	$205,706	1,571	-14.5%	Shares	Sole	2026-04-27
2025-09-30	$227,328	1,837	+1.3%	Shares	Sole	2025-10-29
2025-06-30	$214,052	1,814	-80.2%	Shares	Sole	2025-07-22
2025-03-31	$1,118,220	9,168	+0.3%	Shares	Sole	2025-04-24
2024-12-31	$985,066	9,143	-1.8%	Shares	Sole	2025-01-27
2024-09-30	$1,073,443	9,310	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$937,451	9,353	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.