DHJJ Financial Advisors, Ltd.

Position in DUK — Duke Energy CORP

CIK 1844716 NAPERVILLE, IL

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$41,011

-$1,413 QoQ

Shares Held

324

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,261

of 2,446 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

DHJJ Financial Advisors, Ltd. holds $137,103 across 9 Utilities - Regulated Electric names. DUK ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	324	$41,011
2	ETR	Entergy Corp /De/	166	$19,066
3	XEL	Xcel Energy Inc	235	$18,870
4	ED	Consolidated Edison Inc	153	$16,926
5	PEG	Public Service Enterprise Group Inc	195	$15,826
6	WEC	Wec Energy Group, Inc.	112	$13,078
7	NEE	Nextera Energy Inc	136	$11,936
8	D	Dominion Energy, Inc	3	$204

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,011	324	0.0%	Shares	Sole	2026-07-24
2026-03-31	$42,424	324	+96.4%	Shares	Sole	2026-04-09
2025-12-31	$19,339	165	0.0%	Shares	Sole	2026-01-23
2025-09-30	$20,418	165	0.0%	Shares	Sole	2025-10-20
2025-06-30	$19,470	165	0.0%	Shares	Sole	2025-07-21
2025-03-31	$20,125	165	0.0%	Shares	Sole	2025-04-18
2024-12-31	$17,777	165	0.0%	Shares	Sole	2025-01-30
2024-09-30	$19,024	165	0.0%	Shares	Sole	2024-10-22
2024-06-30	$16,537	165	0.0%	Shares	Sole	2024-07-12
2024-03-31	$15,957	165	-8.3%	Shares	Sole	2024-04-11
2023-12-31	$17,467	180	0.0%	Shares	Sole	2024-01-30
2023-09-30	$15,886	180	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.