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Alternative Investment Advisors’s Duke Energy DUK Stock Holding History

Alternative Investment 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 		$211K Buy
1,668
+48
+3% +$6.05K 0.08% 64
2026
Q1 		$212K Sell
1,620
-126
-7% -$15.8K 0.09% 60
2025
Q4 		$205K Sell
1,746
-583
-25% -$71.2K 0.09% 55
2025
Q3 		$288K Sell
2,329
-68
-3% -$8.25K 0.13% 42
2025
Q2 		$283K Buy
2,397
+177
+8% +$20.9K 0.14% 45
2025
Q1 		$271K Buy
2,220
+7
+0.3% +$798 0.14% 45
2024
Q4 		$238K Buy
2,213
+23
+1% +$2.61K 0.12% 47
2024
Q3 		$252K Buy
2,190
+188
+9% +$20.9K 0.13% 41
2024
Q2 		$201K Buy
+2,002
New +$200K 0.11% 41
2024
Q1 		– Sell
-2,226
Closed -$216K – 46
2023
Q4 		$216K Buy
+2,226
New +$202K 0.14% 46

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 $3.38T AUM 44.17% 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

Alternative Investment Advisors's DUK Position: Q2 2026 in Review

Alternative Investment Advisors increased its Duke Energy (DUK) stake by 3% in Q2 2026, buying an estimated $6.05K and bringing the position to 1,668 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #64.

Alternative Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $288K in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alternative Investment Advisors held 1,668 shares of Duke Energy worth $211K as of Q2 2026.
  • Alternative Investment Advisors bought 48 Duke Energy shares in Q2 2026, an estimated $6.05K.
  • Duke Energy made up 0.08% of Alternative Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Alternative Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • Alternative Investment Advisors's Duke Energy position peaked at $288K in Q3 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.