GoalVest Advisory LLC

Position in DUK — Duke Energy CORP

CIK 1839307 NEW YORK, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$25,948

-$894 QoQ

Shares Held

205

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,301

of 2,440 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

GoalVest Advisory LLC holds $5,766,996 across 13 Utilities - Regulated Electric names. DUK ranks #10 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,978	$2,455,629
2	SO	Southern Co	12,870	$1,231,787
3	DTE	Dte Energy Co	8,022	$1,222,312
4	EVRG	Evergy, Inc.	6,290	$543,644
5	ES	Eversource Energy	1,347	$97,347
6	ETR	Entergy Corp /De/	364	$41,809
7	AEP	American Electric Power Co Inc	298	$40,769
8	WEC	Wec Energy Group, Inc.	294	$34,330

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,948	205	0.0%	Shares	Sole	2026-07-09
2026-03-31	$26,842	205	-70.9%	Shares	Sole	2026-04-13
2025-12-31	$82,633	705	-8.6%	Shares	Sole	2026-01-05
2025-09-30	$95,411	771	0.0%	Shares	Sole	2025-10-22
2025-06-30	$90,978	771	+36.0%	Shares	Sole	2025-08-01
2025-03-31	$69,156	567	+0.2%	Shares	Sole	2025-04-07
2024-12-31	$60,980	566	0.0%	Shares	Sole	2025-01-17
2024-09-30	$65,259	566	0.0%	Shares	Sole	2024-11-06
2024-06-30	$56,730	566	-36.5%	Shares	Sole	2024-07-30
2024-03-31	$86,168	891	+890.0%	Shares	Sole	2024-04-15
2023-12-31	$8,733	90	+350.0%	Shares	Sole	2024-01-02
2023-09-30	$1,765	20	-82.0%	Shares	Sole	2023-10-10
2022-03-31	$12,394	111	+38.8%	Shares	Sole	2022-05-03
2020-12-31	$7,324	80	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.