AWA
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Aaron Wealth Advisors’s Duke Energy DUK Stock Holding History

Aaron 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 		$1.62M Buy
12,793
+2,455
+24% +$310K 0.08% 156
2026
Q1 		$1.35M Sell
10,338
-3,779
-27% -$472K 0.08% 161
2025
Q4 		$1.65M Buy
14,117
+3,640
+35% +$444K 0.09% 154
2025
Q3 		$1.3M Buy
10,477
+6,268
+149% +$761K 0.08% 179
2025
Q2 		$497K Buy
4,209
+102
+2% +$12K 0.05% 236
2025
Q1 		$501K Buy
4,107
+306
+8% +$34.9K 0.06% 216
2024
Q4 		$410K Buy
3,801
+1,544
+68% +$175K 0.05% 249
2024
Q3 		$260K Buy
+2,257
New +$251K 0.03% 339
2022
Q2 		– Sell
-31,488
Closed -$282K – 378
2022
Q1 		$282K Buy
+31,488
New +$3.27M ﹤0.01% 691

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

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

Aaron Wealth Advisors increased its Duke Energy (DUK) stake by 24% in Q2 2026, buying an estimated $310K and bringing the position to 12,793 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #156.

Aaron Wealth Advisors first reported a position in DUK in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Aaron Wealth Advisors held 12,793 shares of Duke Energy worth $1.62M as of Q2 2026.
  • Aaron Wealth Advisors bought 2,455 Duke Energy shares in Q2 2026, an estimated $310K.
  • Duke Energy made up 0.08% of Aaron Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Aaron Wealth Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 9 quarters since.
  • Aaron Wealth Advisors's Duke Energy position peaked at $1.65M in Q4 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.