Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$277,083
-$9,544 QoQ
Shares Held
2,189
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#1,874
of 2,440 holders
Holding Since
Dec 2024
7 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, 2026Joel Adams & Associates, Inc. holds $500,018 across 2 Utilities - Regulated Electric names. DUK ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,189 | $277,083 | |
| 2 | NEE |
Nextera Energy Inc
|
2,540 | $222,935 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,083 | 2,189 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $286,627 | 2,189 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $256,572 | 2,189 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $270,888 | 2,189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $258,302 | 2,189 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $303,583 | 2,489 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $268,164 | 2,489 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||