First National Advisers, LLC

Position in DUK — Duke Energy CORP

CIK 1941030 Omaha, NE

Position in DUK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$324,076

-$296,199 QoQ

Shares Held

2,475

-53.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

First National Advisers, LLC holds $13,958,418 across 6 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	70,500	$6,187,785
2	SO	Southern Co	46,945	$4,493,105
3	XEL	Xcel Energy Inc	16,280	$1,307,284
4	IDA	Idacorp Inc	7,919	$1,198,144
5	LNT	Alliant Energy Corp	5,811	$443,321
6	EVRG	Evergy, Inc.	3,804	$328,779

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$324,076	2,475	-53.2%	Shares	Sole	2026-05-08
2025-12-31	$620,275	5,292	-44.9%	Shares	Sole	2026-02-04
2025-09-30	$1,188,371	9,603	+2.8%	Shares	Sole	2025-10-28
2025-06-30	$1,102,238	9,341	+3.0%	Shares	Sole	2025-08-13
2025-03-31	$1,105,780	9,066	-3.3%	Shares	Sole	2025-05-07
2024-12-31	$1,010,170	9,376	-13.3%	Shares	Sole	2025-02-10
2024-09-30	$1,247,084	10,816	+28.4%	Shares	Sole	2024-10-15
2024-06-30	$844,036	8,421	-6.4%	Shares	Sole	2024-08-13
2024-03-31	$869,616	8,992	+82.8%	Shares	Sole	2024-05-15
2023-12-31	$477,242	4,918	+57.3%	Shares	Sole	2024-02-08
2023-09-30	$275,900	3,126	+49.7%	Shares	Sole	2023-11-09
2023-03-31	$201,429	2,088	+3.3%	Shares	Sole	2023-05-10
2022-12-31	$208,142	2,021	+17.4%	Shares	Sole	2023-02-09
2022-09-30	$160,180	1,722	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.