American Capital Advisory’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.1K Buy
206
+19
+10% +$2.4K 0.01% 280
2026
Q1
$24.5K Buy
187
+4
+2% +$500 0.01% 271
2025
Q4
$21.4K Buy
183
+2
+1% +$244 0.01% 279
2025
Q3
$22.4K Sell
181
-2
-1% -$243 0.01% 261
2025
Q2
$21.6K Buy
183
+3
+2% +$354 0.01% 258
2025
Q1
$22K Buy
180
+14
+8% +$1.6K 0.01% 254
2024
Q4
$17.9K Hold
166
0.01% 261
2024
Q3
$19.1K Hold
166
0.01% 251
2024
Q2
$16.1K Sell
166
-7
-4% -$700 0.01% 233
2024
Q1
$16.7K Buy
173
+7
+4% +$664 0.01% 208
2023
Q4
$16.1K Buy
+166
New +$15.1K 0.01% 233

Other funds holding DUK

American Capital Advisory's DUK Position: Q2 2026 in Review

American Capital Advisory increased its Duke Energy (DUK) stake by 10% in Q2 2026, buying an estimated $2.4K and bringing the position to 206 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #280.

American Capital Advisory first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • American Capital Advisory held 206 shares of Duke Energy worth $26.1K as of Q2 2026.
  • American Capital Advisory bought 19 Duke Energy shares in Q2 2026, an estimated $2.4K.
  • Duke Energy made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #280 holding.
  • American Capital Advisory first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.