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AA Financial Advisors’s Duke Energy DUK Stock Holding History

AA Financial 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 		$1.31M Buy
10,357
+780
+8% +$98.4K 0.16% 96
2026
Q1 		$1.25M Buy
9,577
+1,182
+14% +$148K 0.18% 97
2025
Q4 		$984K Sell
8,395
-127
-1% -$15.5K 0.18% 90
2025
Q3 		$1.05M Buy
8,522
+1,145
+16% +$139K 0.21% 76
2025
Q2 		$870K Buy
7,377
+1,107
+18% +$131K 0.19% 76
2025
Q1 		$765K Buy
6,270
+181
+3% +$20.6K 0.19% 82
2024
Q4 		$656K Buy
6,089
+765
+14% +$86.7K 0.17% 84
2024
Q3 		$614K Buy
5,324
+344
+7% +$38.3K 0.18% 88
2024
Q2 		$499K Buy
4,980
+703
+16% +$70.3K 0.18% 99
2024
Q1 		$414K Buy
+4,277
New +$406K 0.17% 101

Other funds holding DUK

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AA Financial Advisors's DUK Position: Q2 2026 in Review

AA Financial Advisors increased its Duke Energy (DUK) stake by 8.1% in Q2 2026, buying an estimated $98.4K and bringing the position to 10,357 shares worth $1.31M. The position accounts for 0.16% of the portfolio, ranked #96.

AA Financial Advisors first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • AA Financial Advisors held 10,357 shares of Duke Energy worth $1.31M as of Q2 2026.
  • AA Financial Advisors bought 780 Duke Energy shares in Q2 2026, an estimated $98.4K.
  • Duke Energy made up 0.16% of AA Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • AA Financial Advisors first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.