LGT Financial Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1965191 DALLAS, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$52,530

-$1,417 QoQ

Shares Held

415

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#2,237

of 2,446 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LGT Financial Advisors LLC holds $213,686 across 5 Utilities - Regulated Electric names. DUK ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	1,008	$137,904
2	DUK	Duke Energy CORP This page	415	$52,530
3	LNT	Alliant Energy Corp	122	$9,307
4	XEL	Xcel Energy Inc	87	$6,986
5	IDA	Idacorp Inc	46	$6,959

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,530	415	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$53,947	412	-28.2%	Shares	Sole	2026-04-28
2025-12-31	$67,278	574	-21.7%	Shares	Sole	2026-02-13
2025-09-30	$90,708	733	+1.0%	Shares	Sole	2025-11-17
2025-06-30	$85,668	726	+0.8%	Shares	Sole	2025-07-30
2025-03-31	$87,818	720	+0.8%	Shares	Sole	2025-05-08
2024-12-31	$76,925	714	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$81,632	708	-47.2%	Shares	Sole	2024-10-31
2024-06-30	$134,307	1,340	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$128,332	1,327	+1.1%	Shares	Sole	2024-05-02
2023-12-31	$127,413	1,313	+1.1%	Shares	Sole	2024-02-12
2023-09-30	$114,649	1,299	-85.1%	Shares	Sole	2023-11-01
2023-06-30	$783,699	8,733	+110.0%	Shares	Sole	2023-08-14
2023-03-31	$401,218	4,159	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.