Garton & Associates Financial Advisors LLC
Position in DUK — Duke Energy CORP
CIK 2109857
LOUISVILLE, KY
Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,121,101
+$23,443 QoQ
Shares Held
16,757
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
#798
of 2,446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Garton & Associates Financial Advisors LLC holds $3,468,838 across 2 Utilities - Regulated Electric names. DUK ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
16,757 | $2,121,101 | |
| 2 | EXC |
Exelon Corp
|
28,909 | $1,347,737 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,121,101 | 16,757 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,097,658 | 16,020 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,245,273 | 19,156 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||