Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$546,952
+$80,937 QoQ
Shares Held
4,321
+21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,421
of 2,446 holders
Holding Since
Sep 2020
6 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, 2026Adams Wealth Management holds $1,304,356 across 2 Utilities - Regulated Electric names. DUK ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
11,091 | $757,404 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,321 | $546,952 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,952 | 4,321 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $466,015 | 3,559 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $348,934 | 2,977 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $354,543 | 2,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $392,114 | 3,323 | Shares | Sole | 2025-09-25 | |
| 2020-09-30 | $7,439 | 84 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||