Safeguard Investment Advisory Group, LLC

Position in DUK — Duke Energy CORP

CIK 1846711 Corona, CA

Position in DUK

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

Position Value

$232,907

-$2,654 QoQ

Shares Held

1,840

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,990

of 2,446 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Safeguard Investment Advisory Group, LLC holds $1,331,742 across 4 Utilities - Regulated Electric names. DUK ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	6,425	$515,927
2	AEP	American Electric Power Co Inc	2,721	$372,260
3	DUK	Duke Energy CORP This page	1,840	$232,907
4	NEE	Nextera Energy Inc	2,400	$210,648

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,907	1,840	+2.3%	Shares	Sole	2026-08-13
2026-03-31	$235,561	1,799	+3.0%	Shares	Sole	2026-05-14
2025-12-31	$204,765	1,747	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$218,542	1,766	-1.8%	Shares	Sole	2025-11-13
2025-06-30	$212,282	1,799	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$217,106	1,780	-0.2%	Shares	Sole	2025-05-15
2024-09-30	$205,695	1,784	+575.8%	Shares	Sole	2024-11-14
2020-12-31	$24,171	264	—	Shares	Sole	2021-02-18
No filing history on record for this holder in this stock.