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

Alliance Wealth Advisors (Utah)’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 		$529K Buy
4,181
+1,596
+62% +$201K 0.1% 126
2026
Q1 		$338K Sell
2,585
-393
-13% -$49.1K 0.07% 175
2025
Q4 		$349K Sell
2,978
-911
-23% -$111K 0.08% 202
2025
Q3 		$481K Sell
3,889
-4
-0.1% -$485 0.11% 181
2025
Q2 		$459K Buy
3,893
+87
+2% +$10.3K 0.11% 173
2025
Q1 		$464K Sell
3,806
-246
-6% -$28K 0.12% 165
2024
Q4 		$437K Buy
4,052
+89
+2% +$10.1K 0.11% 169
2024
Q3 		$457K Buy
3,963
+111
+3% +$12.4K 0.12% 160
2024
Q2 		$386K Buy
3,852
+213
+6% +$21.3K 0.11% 169
2024
Q1 		$352K Buy
3,639
+884
+32% +$83.9K 0.11% 180
2023
Q4 		$267K Sell
2,755
-82
-3% -$7.46K 0.09% 207
2023
Q3 		$250K Buy
2,837
+287
+11% +$26.3K 0.09% 200
2023
Q2 		$229K Buy
2,550
+219
+9% +$20.7K 0.09% 208
2023
Q1 		$225K Buy
2,331
+297
+15% +$29.3K 0.09% 212
2022
Q4 		$209K Buy
+2,034
New +$195K 0.09% 206

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

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

Alliance Wealth Advisors (Utah) increased its Duke Energy (DUK) stake by 62% in Q2 2026, buying an estimated $201K and bringing the position to 4,181 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #126.

Alliance Wealth Advisors (Utah) first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,181 shares of Duke Energy worth $529K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 1,596 Duke Energy shares in Q2 2026, an estimated $201K.
  • Duke Energy made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #126 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.