Cladis Investment Advisory, LLC

Position in DUK — Duke Energy CORP

CIK 1911520 BILLINGS, MT

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$411,005

-$14,157 QoQ

Shares Held

3,247

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,611

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cladis Investment Advisory, LLC holds $3,487,278 across 4 Utilities - Regulated Electric names. DUK ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	24,500	$2,150,365
2	SO	Southern Co	5,160	$493,863
3	AEP	American Electric Power Co Inc	3,158	$432,045
4	DUK	Duke Energy CORP This page	3,247	$411,005

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,005	3,247	0.0%	Shares	Sole	2026-08-13
2026-03-31	$425,162	3,247	0.0%	Shares	Sole	2026-05-15
2025-12-31	$380,580	3,247	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$406,766	3,287	0.0%	Shares	Sole	2025-11-13
2025-06-30	$387,866	3,287	0.0%	Shares	Sole	2025-08-11
2025-03-31	$400,915	3,287	-0.0%	Shares	Sole	2025-05-13
2024-12-31	$354,249	3,288	0.0%	Shares	Sole	2025-02-14
2024-09-30	$379,106	3,288	0.0%	Shares	Sole	2024-11-14
2024-06-30	$329,556	3,288	0.0%	Shares	Sole	2024-10-09
2024-03-31	$317,982	3,288	0.0%	Shares	Sole	2024-10-09
2023-12-31	$319,067	3,288	0.0%	Shares	Sole	2024-10-09
2023-09-30	$290,198	3,288	0.0%	Shares	Sole	2024-10-09
2023-06-30	$295,065	3,288	+5.2%	Shares	Sole	2024-10-09
2023-03-31	$301,372	3,124	0.0%	Shares	Sole	2024-10-09
2022-12-31	$321,740	3,124	0.0%	Shares	Sole	2024-10-09
2022-09-30	$290,594	3,124	0.0%	Shares	Sole	2024-10-09
2022-06-30	$334,924	3,124	0.0%	Shares	Sole	2024-10-09
2022-03-31	$348,825	3,124	+47.1%	Shares	Sole	2024-10-09
2021-12-31	$222,807	2,124	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.