Trask Adam Roland

Position in DUK — Duke Energy CORP

CIK 2109050 GRAND RAPIDS, MI

Position in DUK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,094

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Trask Adam Roland holds $68,127 across 3 Utilities - Regulated Electric names. DUK ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	500	$30,910
2	PEG	Public Service Enterprise Group Inc	298	$24,123
3	DUK	Duke Energy CORP This page	100	$13,094

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,094	100	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.