Moss Adams Wealth Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1661245 SEATTLE, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$421,384

+$1,068 QoQ

Shares Held

3,329

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,595

of 2,446 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $2,521,964 across 5 Utilities - Regulated Electric names. DUK ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,154	$1,066,755
2	SO	Southern Co	5,713	$546,790
3	DUK	Duke Energy CORP This page	3,329	$421,384
4	AEP	American Electric Power Co Inc	2,048	$280,186
5	D	Dominion Energy, Inc	3,029	$206,849

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,384	3,329	+3.7%	Shares	Other	2026-07-27
2026-03-31	$420,316	3,210	+0.1%	Shares	Other	2026-04-23
2025-12-31	$375,891	3,207	+5.9%	Shares	Other	2026-01-26
2025-09-30	$374,714	3,028	+0.6%	Shares	Other	2025-10-21
2025-06-30	$355,298	3,011	+5.3%	Shares	Other	2025-07-17
2025-03-31	$348,712	2,859	+36.5%	Shares	Other	2025-04-14
2024-12-31	$225,714	2,095	+16.1%	Shares	Other	2025-01-15
2024-09-30	$208,115	1,805	—	Shares	Other	2024-10-18
No filing history on record for this holder in this stock.