ADAPT WEALTH ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 2013937 ATLANTA, GA

Position in DUK

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$883,845

+$72,166 QoQ

Shares Held

6,750

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ADAPT WEALTH ADVISORS, LLC holds $1,960,732 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	18,067	$1,729,192
2	LNT	Alliant Energy Corp	3,035	$231,540

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$883,845	6,750	-2.5%	Shares	Sole	2026-05-11
2025-12-31	$811,679	6,925	+2.5%	Shares	Sole	2026-02-10
2025-09-30	$835,683	6,753	+1.5%	Shares	Sole	2025-11-10
2025-06-30	$784,700	6,650	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$821,589	6,736	-3.0%	Shares	Sole	2025-04-30
2024-12-31	$748,254	6,945	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$776,545	6,735	0.0%	Shares	Sole	2024-11-12
2024-06-30	$675,049	6,735	+23.6%	Shares	Sole	2024-08-06
2024-03-31	$527,069	5,450	—	Shares	Sole	2024-05-02
No filing history on record for this holder in this stock.