GUARDIAN WEALTH ADVISORS, LLC / NC

Position in DUK — Duke Energy CORP

CIK 1901403 RALEIGH, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,215,927

+$158,063 QoQ

Shares Held

9,606

+18.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,023

of 2,440 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,871,774 across 5 Utilities - Regulated Electric names. DUK ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	9,606	$1,215,927
2	SO	Southern Co	12,319	$1,179,051
3	NEE	Nextera Energy Inc	11,882	$1,042,883
4	AEP	American Electric Power Co Inc	1,613	$220,674
5	EXC	Exelon Corp	4,574	$213,239

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,215,927	9,606	+18.9%	Shares	Sole	2026-08-14
2026-03-31	$1,057,864	8,079	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$961,239	8,201	+6.1%	Shares	Sole	2026-02-17
2025-09-30	$956,092	7,726	-9.0%	Shares	Sole	2025-11-14
2025-06-30	$1,001,584	8,488	+1.9%	Shares	Sole	2025-08-14
2025-03-31	$1,015,888	8,329	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$915,897	8,501	+5.1%	Shares	Sole	2025-02-14
2024-09-30	$932,661	8,089	-22.1%	Shares	Sole	2024-11-14
2024-06-30	$1,040,487	10,381	-8.5%	Shares	Sole	2024-08-14
2024-03-31	$1,097,561	11,349	+10.8%	Shares	Sole	2024-05-15
2023-12-31	$993,786	10,241	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$930,878	10,547	+9.8%	Shares	Sole	2023-11-14
2023-06-30	$862,221	9,608	-8.4%	Shares	Sole	2023-08-14
2023-03-31	$1,011,680	10,487	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$1,054,926	10,243	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$943,501	10,143	+10.0%	Shares	Sole	2022-11-14
2022-06-30	$988,690	9,222	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.