A4 Wealth Advisors
DUK icon

A4 Wealth Advisors’s Duke Energy DUK Stock Holding History

A4 Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$315K Buy
2,763
+148
+6% +$18.1K 0.21% 61
2026
Q2 		$331K Buy
2,615
+14
+0.5% +$1.77K 0.22% 66
2026
Q1 		$341K Buy
2,601
+4
+0.2% +$500 0.28% 61
2025
Q4 		$304K Buy
2,597
+82
+3% +$10K 0.26% 78
2025
Q3 		$311K Buy
+2,515
New +$305K 0.26% 105

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

A4 Wealth Advisors's DUK Position: Q3 2026 in Review

A4 Wealth Advisors increased its Duke Energy (DUK) stake by 5.7% in Q3 2026, buying an estimated $18.1K and bringing the position to 2,763 shares worth $315K. The position accounts for 0.21% of the portfolio, ranked #61.

A4 Wealth Advisors first reported a position in DUK in Q3 2025 and has held it in 5 quarters since. The position peaked at $341K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • A4 Wealth Advisors held 2,763 shares of Duke Energy worth $315K as of Q3 2026.
  • A4 Wealth Advisors bought 148 Duke Energy shares in Q3 2026, an estimated $18.1K.
  • Duke Energy made up 0.21% of A4 Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • A4 Wealth Advisors first reported a position in Duke Energy in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Duke Energy position peaked at $341K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.