AIA
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Arbor Investment Advisors’s Duke Energy DUK Stock Holding History

Arbor 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 		$1.6M Buy
12,647
+6,732
+114% +$849K 0.18% 42
2026
Q1 		$774K Buy
5,915
+2,067
+54% +$258K 0.1% 49
2025
Q4 		$451K Sell
3,848
-7,038
-65% -$859K 0.06% 64
2025
Q3 		$1.35M Buy
10,886
+7,055
+184% +$856K 0.17% 40
2025
Q2 		$452K Buy
3,831
+11
+0.3% +$1.3K 0.06% 61
2025
Q1 		$466K Sell
3,820
-255
-6% -$29.1K 0.06% 59
2024
Q4 		$439K Sell
4,075
-7,066
-63% -$800K 0.06% 60
2024
Q3 		$1.28M Buy
11,141
+7,086
+175% +$789K 0.17% 40
2024
Q2 		$406K Sell
4,055
-6,772
-63% -$677K 0.06% 58
2024
Q1 		$1.05M Buy
10,827
+12
+0.1% +$1.14K 0.15% 42
2023
Q4 		$1.05M Sell
10,815
-176
-2% -$16K 0.16% 41
2023
Q3 		$970K Buy
10,991
+111
+1% +$10.2K 0.17% 41
2023
Q2 		$976K Sell
10,880
-123
-1% -$11.6K 0.17% 41
2023
Q1 		$1.06M Buy
11,003
+11
+0.1% +$1.09K 0.2% 38
2022
Q4 		$1.13M Buy
10,992
+6,793
+162% +$652K 0.23% 37
2022
Q3 		$391K Sell
4,199
-6,774
-62% -$728K 0.09% 46
2022
Q2 		$1.18M Buy
10,973
+10
+0.1% +$1.1K 0.25% 34
2022
Q1 		$1.22M Buy
10,963
+110
+1% +$11.4K 0.23% 33
2021
Q4 		$1.14M Buy
10,853
+248
+2% +$25.1K 0.21% 33
2021
Q3 		$1.03M Buy
10,605
+7
+0.1% +$725 0.21% 34
2021
Q2 		$1.05M Buy
10,598
+7
+0.1% +$703 0.22% 34
2021
Q1 		$1.02M Buy
10,591
+7
+0.1% +$639 0.23% 35
2020
Q4 		$969K Sell
10,584
-23
-0.2% -$2.13K 0.22% 35
2020
Q3 		$939K Sell
10,607
-398
-4% -$32.8K 0.25% 34
2020
Q2 		$879K Buy
11,005
+7
+0.1% +$591 0.24% 33
2020
Q1 		$889K Buy
10,998
+820
+8% +$75.3K 0.29% 30
2019
Q4 		$928K Sell
10,178
-912
-8% -$83.6K 0.26% 31
2019
Q3 		$1.06M Buy
11,090
+6
+0.1% +$546 0.32% 28
2019
Q2 		$978K Sell
11,084
-82
-0.7% -$7.25K 0.31% 25
2019
Q1 		$1M Buy
11,166
+7
+0.1% +$617 0.32% 24
2018
Q4 		$963K Sell
11,159
-94
-0.8% -$8K 0.35% 23
2018
Q3 		$900K Sell
11,253
-887
-7% -$71.7K 0.33% 24
2018
Q2 		$960K Buy
12,140
+8
+0.1% +$615 0.38% 21
2018
Q1 		$940K Buy
12,132
+7
+0.1% +$541 0.39% 20
2017
Q4 		$1.02M Sell
12,125
-17
-0.1% -$1.49K 0.45% 19
2017
Q3 		$1.02M Buy
12,142
+6,699
+123% +$574K 0.48% 18
2017
Q2 		$455K Buy
5,443
+6
+0.1% +$504 0.22% 27
2017
Q1 		$446K Sell
5,437
-2,791
-34% -$222K 0.23% 27
2016
Q4 		$639K Sell
8,228
-854
-9% -$65.4K 0.34% 22
2016
Q3 		$727K Buy
9,082
+15
+0.2% +$1.24K 0.4% 19
2016
Q2 		$778K Buy
9,067
+1,048
+13% +$83.8K 0.45% 19
2016
Q1 		$647K Sell
8,019
-85
-1% -$6.43K 0.39% 20
2015
Q4 		$579K Sell
8,104
-243
-3% -$17.1K 0.35% 21
2015
Q3 		$600K Sell
8,347
-83
-1% -$6.01K 0.38% 21
2015
Q2 		$595K Sell
8,430
-16
-0.2% -$1.21K 0.33% 23
2015
Q1 		$648K Sell
8,446
-140
-2% -$11.4K 0.36% 23
2014
Q4 		$717K Sell
8,586
-469
-5% -$37.8K 0.4% 20
2014
Q3 		$677K Buy
9,055
+563
+7% +$41.1K 0.38% 22
2014
Q2 		$630K Sell
8,492
-243
-3% -$17.5K 0.34% 25
2014
Q1 		$622K Sell
8,735
-4,769
-35% -$332K 0.36% 25
2013
Q4 		$932K Sell
13,504
-282
-2% -$19.7K 0.56% 21
2013
Q3 		$921K Sell
13,786
-471
-3% -$32.1K 0.6% 18
2013
Q2 		$962K Buy
+14,257
New +$1.01M 0.68% 17

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Arbor Investment Advisors increased its Duke Energy (DUK) stake by 114% in Q2 2026, buying an estimated $849K and bringing the position to 12,647 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #42.

Arbor Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Arbor Investment Advisors held 12,647 shares of Duke Energy worth $1.6M as of Q2 2026.
  • Arbor Investment Advisors bought 6,732 Duke Energy shares in Q2 2026, an estimated $849K.
  • Duke Energy made up 0.18% of Arbor Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Arbor Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.