CLIENT 1ST ADVISORY GROUP, LLC

Position in DUK — Duke Energy CORP

CIK 1802816 DUNEDIN, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$216,704

+$14,926 QoQ

Shares Held

1,712

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,043

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CLIENT 1ST ADVISORY GROUP, LLC holds $1,360,724 across 3 Utilities - Regulated Electric names. DUK ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,089	$678,488
2	NEE	Nextera Energy Inc	5,304	$465,532
3	DUK	Duke Energy CORP This page	1,712	$216,704

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,704	1,712	+11.1%	Shares	Sole	2026-07-13
2026-03-31	$201,778	1,541	-13.2%	Shares	Sole	2026-04-15
2025-12-31	$208,047	1,775	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.