Gerald Baker Financial Group LLC

Position in DUK — Duke Energy CORP

CIK 2133489 ARLINGTON, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$332,272

-$11,445 QoQ

Shares Held

2,625

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,752

of 2,440 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gerald Baker Financial Group LLC holds $2,079,619 across 3 Utilities - Regulated Electric names. DUK ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	22,007	$1,025,966
2	NEE	Nextera Energy Inc	8,219	$721,381
3	DUK	Duke Energy CORP This page	2,625	$332,272

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,272	2,625	0.0%	Shares	Sole	2026-08-03
2026-03-31	$343,717	2,625	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.