FRG Family Wealth Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1893327 BELLEVUE, WA

Position in DUK

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$320,803

+$33,639 QoQ

Shares Held

2,450

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Utilities · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $2,902,217 across 4 Utilities - Regulated Electric names. DUK ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	13,934	$1,127,957
2	EXC	Exelon Corp	21,880	$1,072,557
3	ETR	Entergy Corp /De/	3,390	$380,900
4	DUK	Duke Energy CORP This page	2,450	$320,803

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$320,803	2,450	0.0%	Shares	Sole	2026-04-24
2025-12-31	$287,164	2,450	0.0%	Shares	Sole	2026-01-21
2025-09-30	$303,187	2,450	0.0%	Shares	Sole	2025-11-13
2025-06-30	$289,100	2,450	0.0%	Shares	Sole	2025-08-04
2025-03-31	$298,826	2,450	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$265,040	2,460	+0.4%	Shares	Sole	2025-02-13
2024-09-30	$282,485	2,450	0.0%	Shares	Sole	2024-11-18
2024-06-30	$245,563	2,450	0.0%	Shares	Sole	2024-08-07
2024-03-31	$236,939	2,450	0.0%	Shares	Sole	2024-05-15
2023-12-31	$237,748	2,450	0.0%	Shares	Sole	2024-01-09
2023-09-30	$216,237	2,450	-4.1%	Shares	Sole	2023-10-11
2023-06-30	$229,285	2,555	+4.3%	Shares	Sole	2023-07-13
2023-03-31	$236,351	2,450	0.0%	Shares	Sole	2023-04-18
2022-12-31	$252,325	2,450	0.0%	Shares	Sole	2023-01-25
2022-09-30	$227,899	2,450	0.0%	Shares	Sole	2022-10-12
2022-06-30	$262,664	2,450	0.0%	Shares	Sole	2022-07-11
2022-03-31	$273,567	2,450	0.0%	Shares	Sole	2022-05-06
2021-12-31	$257,005	2,450	0.0%	Shares	Sole	2022-02-09
2021-09-30	$239,095	2,450	0.0%	Shares	Sole	2022-03-02
2021-06-30	$241,864	2,450	0.0%	Shares	Sole	2022-03-02
2021-03-31	$236,498	2,450	-20.3%	Shares	Sole	2022-03-02
2020-12-31	$281,547	3,075	0.0%	Shares	Sole	2022-03-02
2020-09-30	$272,322	3,075	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.