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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

A4 Wealth Advisors's DUK Position: Q2 2026 in Review

A4 Wealth Advisors increased its Duke Energy (DUK) stake by 0.54% in Q2 2026, buying an estimated $1.77K and bringing the position to 2,615 shares worth $331K. The position accounts for 0.22% of the portfolio, ranked #66.

A4 Wealth Advisors first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • A4 Wealth Advisors held 2,615 shares of Duke Energy worth $331K as of Q2 2026.
  • A4 Wealth Advisors bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
  • Duke Energy made up 0.22% of A4 Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • A4 Wealth Advisors first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Duke Energy position peaked at $341K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.