Journey Advisory Group, LLC

Position in DUK — Duke Energy CORP

CIK 1840085 COVINGTON, KY

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$840,870

-$18,227 QoQ

Shares Held

6,643

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,182

of 2,446 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Journey Advisory Group, LLC holds $11,795,249 across 6 Utilities - Regulated Electric names. DUK ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	68,216	$5,987,318
2	WEC	Wec Energy Group, Inc.	30,447	$3,555,296
3	SO	Southern Co	9,105	$871,439
4	DUK	Duke Energy CORP This page	6,643	$840,870
5	AEP	American Electric Power Co Inc	2,244	$307,001
6	CMS	Cms Energy Corp	3,050	$233,325

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$840,870	6,643	+1.2%	Shares	Sole	2026-08-04
2026-03-31	$859,097	6,561	-13.6%	Shares	Sole	2026-05-05
2025-12-31	$889,741	7,591	-18.1%	Shares	Sole	2026-01-27
2025-09-30	$1,146,543	9,265	-1.2%	Shares	Sole	2025-11-10
2025-06-30	$1,106,722	9,379	-0.2%	Shares	Sole	2025-07-30
2025-03-31	$1,145,786	9,394	-10.6%	Shares	Sole	2025-05-13
2024-12-31	$1,132,347	10,510	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,211,803	10,510	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$1,028,259	10,259	-5.4%	Shares	Sole	2024-08-02
2024-03-31	$1,049,303	10,850	+7.9%	Shares	Sole	2024-05-09
2023-12-31	$975,640	10,054	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$901,134	10,210	-0.8%	Shares	Sole	2023-11-15
2023-06-30	$923,424	10,290	-0.6%	Shares	Sole	2023-08-09
2023-03-31	$998,657	10,352	-27.1%	Shares	Sole	2023-05-04
2022-12-31	$1,461,840	14,194	+16.9%	Shares	Sole	2023-02-07
2022-09-30	$1,128,983	12,137	+4.5%	Shares	Sole	2022-11-09
2022-06-30	$1,245,458	11,617	-3.6%	Shares	Sole	2022-08-02
2022-03-31	$1,345,168	12,047	+10.8%	Shares	Sole	2022-05-13
2021-12-31	$1,140,158	10,869	+11.8%	Shares	Sole	2022-02-11
2021-09-30	$948,574	9,720	-56.7%	Shares	Sole	2021-11-12
2021-06-30	$2,216,658	22,454	-1.1%	Shares	Sole	2021-08-13
2021-03-31	$2,191,424	22,702	-1.5%	Shares	Sole	2021-05-11
2020-12-31	$2,109,817	23,043	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.