Fortitude Advisory Group L.L.C.

Position in DUK — Duke Energy CORP

CIK 1928999 GIG HARBOR, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$229,995

+$1,636 QoQ

Shares Held

1,817

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,000

of 2,446 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fortitude Advisory Group L.L.C. holds $1,079,441 across 4 Utilities - Regulated Electric names. DUK ranks #4 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	3,272	$313,163
2	AEP	American Electric Power Co Inc	2,062	$282,102
3	NEE	Nextera Energy Inc	2,896	$254,181
4	DUK	Duke Energy CORP This page	1,817	$229,995

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,995	1,817	+4.2%	Shares	Sole	2026-07-22
2026-03-31	$228,359	1,744	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$203,007	1,732	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$213,345	1,724	-3.6%	Shares	Sole	2025-11-05
2025-06-30	$211,102	1,789	0.0%	Shares	Sole	2025-07-22
2025-03-31	$218,204	1,789	-7.8%	Shares	Sole	2025-04-17
2024-09-30	$223,682	1,940	-10.3%	Shares	Sole	2024-11-13
2024-06-30	$216,697	2,162	-10.1%	Shares	Sole	2024-07-25
2024-03-31	$232,684	2,406	-24.2%	Shares	Sole	2024-05-02
2023-12-31	$307,907	3,173	+8.6%	Shares	Sole	2024-02-06
2023-09-30	$257,807	2,921	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$259,169	2,888	-3.9%	Shares	Sole	2023-07-31
2023-03-31	$289,988	3,006	+0.1%	Shares	Sole	2023-05-05
2022-12-31	$309,175	3,002	+3.6%	Shares	Sole	2023-02-13
2022-09-30	$269,571	2,898	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$299,866	2,797	-4.9%	Shares	Sole	2022-08-16
2022-03-31	$328,503	2,942	+4.1%	Shares	Sole	2022-05-25
2021-12-31	$296,552	2,827	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.