RIA Advisory Group LLC

Position in DUK — Duke Energy CORP

CIK 1958384 Des Moines, IA

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,371,367

+$57,254 QoQ

Shares Held

10,834

+8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#977

of 2,446 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RIA Advisory Group LLC holds $16,896,837 across 13 Utilities - Regulated Electric names. DUK ranks #6 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	13,412	$1,834,895
2	EXC	Exelon Corp	37,726	$1,758,786
3	XEL	Xcel Energy Inc	18,892	$1,517,027
4	LNT	Alliant Energy Corp	19,688	$1,501,997
5	PNW	Pinnacle West Capital Corp	12,963	$1,387,041
6	DUK	Duke Energy CORP This page	10,834	$1,371,367
7	EVRG	Evergy, Inc.	15,735	$1,359,976
8	CMS	Cms Energy Corp	16,682	$1,276,173

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,371,367	10,834	+8.0%	Shares	Sole	2026-07-23
2026-03-31	$1,314,113	10,036	+9.4%	Shares	Sole	2026-04-24
2025-12-31	$1,075,401	9,175	+329.7%	Shares	Sole	2026-02-02
2025-09-30	$264,206	2,135	-70.5%	Shares	Sole	2025-12-01
2025-03-31	$882,087	7,232	+55.9%	Shares	Sole	2025-05-12
2024-12-31	$499,913	4,640	+2.4%	Shares	Sole	2025-02-14
2024-09-30	$522,424	4,531	+13.4%	Shares	Sole	2024-11-06
2024-03-31	$386,259	3,994	-37.5%	Shares	Sole	2024-05-03
2023-09-30	$564,069	6,391	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$573,438	6,390	+51.2%	Shares	Sole	2023-07-25
2023-03-31	$407,778	4,227	-1.6%	Shares	Sole	2023-04-25
2022-12-31	$442,445	4,296	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.