AAS
DUK icon

Ameritas Advisory Services’s Duke Energy DUK Stock Holding History

Ameritas Advisory Services’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 		$2.77M Buy
21,860
+8,095
+59% +$1.02M 0.06% 299
2026
Q1 		$1.8M Sell
13,765
-1,962
-12% -$245K 0.07% 241
2025
Q4 		$1.84M Buy
15,727
+9,989
+174% +$1.22M 0.07% 237
2025
Q3 		$710K Sell
5,738
-10,929
-66% -$1.33M 0.05% 309
2025
Q2 		$1.97M Sell
16,667
-2,732
-14% -$322K 0.1% 196
2025
Q1 		$2.29M Sell
19,399
-215
-1% -$24.5K 0.09% 208
2024
Q4 		$2.11M Buy
19,614
+1,481
+8% +$168K 0.07% 245
2024
Q3 		$2.09M Sell
18,133
-2,371
-12% -$264K 0.09% 220
2024
Q2 		$2.06M Buy
20,504
+913
+5% +$91.3K 0.08% 245
2024
Q1 		$1.92M Buy
19,591
+4,102
+26% +$389K 0.08% 242
2023
Q4 		$1.49M Sell
15,489
-4,540
-23% -$413K 0.08% 217
2023
Q3 		$1.77M Buy
20,029
+13,218
+194% +$1.21M 0.09% 223
2023
Q2 		$611K Sell
6,811
-11,060
-62% -$1.04M 0.08% 248
2023
Q1 		$1.75M Sell
17,871
-4,633
-21% -$458K 0.09% 218
2022
Q4 		$2.32M Buy
22,504
+3,505
+18% +$336K 0.11% 199
2022
Q3 		$1.77M Buy
18,999
+867
+5% +$93.1K 0.11% 187
2022
Q2 		$1.94M Buy
18,132
+1,141
+7% +$125K 0.11% 180
2022
Q1 		$1.9M Sell
16,991
-276
-2% -$28.7K 0.07% 221
2021
Q4 		$1.81M Buy
+17,267
New +$1.75M 0.07% 239

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

Ameritas Advisory Services's DUK Position: Q2 2026 in Review

Ameritas Advisory Services increased its Duke Energy (DUK) stake by 59% in Q2 2026, buying an estimated $1.02M and bringing the position to 21,860 shares worth $2.77M. The position accounts for 0.06% of the portfolio, ranked #299.

Ameritas Advisory Services first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ameritas Advisory Services held 21,860 shares of Duke Energy worth $2.77M as of Q2 2026.
  • Ameritas Advisory Services bought 8,095 Duke Energy shares in Q2 2026, an estimated $1.02M.
  • Duke Energy made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #299 holding.
  • Ameritas Advisory Services first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.