J.W. COLE ADVISORS, INC.

Position in DUK — Duke Energy CORP

CIK 1404763 TAMPA, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$10,841,323

-$1,205,418 QoQ

Shares Held

85,648

-6.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#318

of 2,440 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. DUK ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	156,107	$13,701,511
2	DUK	Duke Energy CORP This page	85,648	$10,841,323
3	SO	Southern Co	78,168	$7,481,459
4	ETR	Entergy Corp /De/	48,933	$5,620,444
5	AEP	American Electric Power Co Inc	39,242	$5,368,698
6	LNT	Alliant Energy Corp	48,792	$3,722,341
7	DTE	Dte Energy Co	20,279	$3,089,911
8	ED	Consolidated Edison Inc	23,405	$2,589,295

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,841,323	85,648	-6.9%	Shares	Sole	2026-07-21
2026-03-31	$12,046,741	92,002	-0.6%	Shares	Sole	2026-04-23
2025-12-31	$10,850,246	92,571	+2.7%	Shares	Sole	2026-02-11
2025-09-30	$11,150,741	90,107	+2.0%	Shares	Sole	2025-11-05
2025-06-30	$10,421,524	88,318	-6.0%	Shares	Sole	2025-08-12
2025-03-31	$11,456,642	93,930	+154.6%	Shares	Sole	2025-05-05
2024-12-31	$3,974,097	36,886	+18.5%	Shares	Sole	2025-01-31
2024-09-30	$3,590,096	31,137	+21.6%	Shares	Sole	2024-10-24
2024-06-30	$2,567,190	25,613	-0.2%	Shares	Sole	2024-08-08
2024-03-31	$2,482,158	25,666	-6.6%	Shares	Sole	2024-04-30
2023-12-31	$2,666,756	27,481	+0.4%	Shares	Sole	2024-01-31
2023-09-30	$2,415,323	27,366	+3.7%	Shares	Sole	2023-10-24
2023-06-30	$2,368,507	26,393	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$2,544,010	26,371	+21.0%	Shares	Sole	2023-05-03
2022-12-31	$2,244,873	21,797	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$2,059,276	22,138	+9.2%	Shares	Sole	2022-10-31
2022-06-30	$2,172,503	20,264	+1.9%	Shares	Sole	2022-07-27
2022-03-31	$2,221,029	19,891	-11.0%	Shares	Sole	2022-06-10
2021-12-31	$2,344,829	22,353	+7.3%	Shares	Sole	2022-01-25
2021-09-30	$2,033,873	20,841	+23.1%	Shares	Sole	2021-10-26
2021-06-30	$1,671,230	16,929	+11.1%	Shares	Sole	2021-08-06
2021-03-31	$1,470,344	15,232	-5.7%	Shares	Sole	2021-04-28
2020-12-31	$1,479,609	16,160	-74.7%	Shares	Sole	2021-02-12
2020-09-30	$5,653,936	63,843	+270.0%	Shares	Sole	2020-11-05
2020-06-30	$1,378,342	17,253	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.