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Alliance Wealth Advisors (Pennsylvania)’s Duke Energy DUK Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$353K Sell
2,791
-668
-19% -$84.3K 0.11% 122
2026
Q1 		$453K Sell
3,459
-18
-0.5% -$2.25K 0.2% 85
2025
Q4 		$408K Sell
3,477
-33
-0.9% -$4.03K 0.18% 95
2025
Q3 		$434K Sell
3,510
-5
-0.1% -$607 0.19% 87
2025
Q2 		$415K Buy
3,515
+27
+0.8% +$3.19K 0.21% 86
2025
Q1 		$425K Sell
3,488
-54
-2% -$6.16K 0.24% 77
2024
Q4 		$382K Sell
3,542
-486
-12% -$55.1K 0.21% 88
2024
Q3 		$464K Buy
4,028
+413
+11% +$46K 0.27% 71
2024
Q2 		$362K Sell
3,615
-268
-7% -$26.8K 0.23% 85
2024
Q1 		$376K Sell
3,883
-69
-2% -$6.55K 0.24% 86
2023
Q4 		$384K Sell
3,952
-308
-7% -$28K 0.25% 80
2023
Q3 		$376K Hold
4,260
– – 0.27% 74
2023
Q2 		$382K Hold
4,260
– – 0.27% 75
2023
Q1 		$411K Sell
4,260
-130
-3% -$12.8K 0.31% 67
2022
Q4 		$452K Sell
4,390
-130
-3% -$12.5K 0.38% 57
2022
Q3 		$420K Sell
4,520
-100
-2% -$10.7K 0.39% 56
2022
Q2 		$495K Sell
4,620
-23
-0.5% -$2.53K 0.43% 55
2022
Q1 		$518K Buy
4,643
+241
+5% +$25K 0.43% 54
2021
Q4 		$462K Sell
4,402
-10
-0.2% -$1.01K 0.38% 66
2021
Q3 		$431K Sell
4,412
-146
-3% -$15.1K 0.38% 65
2021
Q2 		$450K Buy
4,558
+34
+0.8% +$3.42K 0.4% 64
2021
Q1 		$437K Buy
4,524
+563
+14% +$51.4K 0.43% 59
2020
Q4 		$363K Buy
+3,961
New +$366K 0.38% 65

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s DUK Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Duke Energy (DUK) stake by 19% in Q2 2026, selling an estimated $84.3K and leaving 2,791 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #122.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $518K in Q1 2022. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 2,791 shares of Duke Energy worth $353K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 668 Duke Energy shares in Q2 2026, an estimated $84.3K.
  • Duke Energy made up 0.11% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #122 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Duke Energy position peaked at $518K in Q1 2022.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.