TruWealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1834985 Metairie, LA

Position in DUK

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$654,569

+$76,724 QoQ

Shares Held

4,999

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

TruWealth Advisors, LLC holds $11,769,032 across 4 Utilities - Regulated Electric names. DUK ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	78,400	$10,276,672
2	DUK	Duke Energy CORP This page	4,999	$654,569
3	SO	Southern Co	5,708	$550,936
4	ETR	Entergy Corp /De/	2,553	$286,855

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$654,569	4,999	+1.4%	Shares	Sole	2026-04-09
2025-12-31	$577,845	4,930	+3.1%	Shares	Sole	2026-01-07
2025-09-30	$591,896	4,783	—	Shares	Sole	2025-10-06
No filing history on record for this holder in this stock.