AWS
DUK icon

Alliance Wealth Strategies’s Duke Energy DUK Stock Holding History

Alliance Wealth Strategies’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 		$360K Hold
2,845
– – 0.28% 54
2026
Q1 		$373K Sell
2,845
-53
-2% -$6.63K 0.33% 50
2025
Q4 		$340K Buy
+2,898
New +$354K 0.32% 53

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alliance Wealth Strategies's DUK Position: Q2 2026 in Review

Alliance Wealth Strategies held its Duke Energy (DUK) position steady in Q2 2026 at 2,845 shares worth $360K. The position accounts for 0.28% of the portfolio, ranked #54.

Alliance Wealth Strategies first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alliance Wealth Strategies held 2,845 shares of Duke Energy worth $360K as of Q2 2026.
  • Alliance Wealth Strategies left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.28% of Alliance Wealth Strategies's portfolio in Q2 2026, its #54 holding.
  • Alliance Wealth Strategies first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Alliance Wealth Strategies's Duke Energy position peaked at $373K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alliance Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.