High Net Worth Advisory Group LLC

Position in DUK — Duke Energy CORP

CIK 1919142 NAPLES, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$737,581

-$17,026 QoQ

Shares Held

5,827

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,261

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $3,857,749 across 5 Utilities - Regulated Electric names. DUK ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	15,874	$1,519,300
2	DUK	Duke Energy CORP This page	5,827	$737,581
3	NEE	Nextera Energy Inc	7,645	$671,001
4	AEP	American Electric Power Co Inc	4,853	$663,938
5	NGG	National Grid PLC	3,209	$265,929

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,581	5,827	+1.1%	Shares	Sole	2026-07-29
2026-03-31	$754,607	5,763	0.0%	Shares	Sole	2026-04-17
2025-12-31	$675,481	5,763	-13.1%	Shares	Sole	2026-01-23
2025-09-30	$820,833	6,633	-11.6%	Shares	Sole	2025-10-29
2025-06-30	$885,354	7,503	-8.2%	Shares	Sole	2025-07-10
2025-03-31	$996,372	8,169	0.0%	Shares	Sole	2025-04-09
2024-12-31	$880,128	8,169	0.0%	Shares	Sole	2025-01-21
2024-09-30	$941,885	8,169	+1.2%	Shares	Sole	2024-10-11
2024-06-30	$808,755	8,069	0.0%	Shares	Sole	2024-07-17
2024-03-31	$780,352	8,069	+6.6%	Shares	Sole	2024-04-12
2023-12-31	$734,495	7,569	0.0%	Shares	Sole	2024-01-08
2023-09-30	$668,039	7,569	0.0%	Shares	Sole	2023-10-05
2023-06-30	$679,242	7,569	-7.1%	Shares	Sole	2023-07-07
2023-03-31	$786,326	8,151	-0.0%	Shares	Sole	2023-04-20
2022-12-31	$839,574	8,152	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$763,043	8,203	0.0%	Shares	Sole	2022-10-24
2022-06-30	$879,443	8,203	0.0%	Shares	Sole	2022-08-10
2022-03-31	$915,946	8,203	+2.5%	Shares	Sole	2022-08-10
2021-12-31	$839,514	8,003	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.