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Arbor Trust Wealth Advisors’s Duke Energy DUK Stock Holding History

Arbor Trust Wealth 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 		$326K Buy
2,573
+1
+0% +$126 0.13% 75
2026
Q1 		$337K Buy
2,572
+2
+0.1% +$250 0.15% 73
2025
Q4 		$301K Buy
+2,570
New +$314K 0.13% 72

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

Arbor Trust Wealth Advisors's DUK Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its Duke Energy (DUK) stake by 0.04% in Q2 2026, buying an estimated $126 and bringing the position to 2,573 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #75.

Arbor Trust Wealth Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Arbor Trust Wealth Advisors held 2,573 shares of Duke Energy worth $326K as of Q2 2026.
  • Arbor Trust Wealth Advisors bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.13% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Arbor Trust Wealth Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Arbor Trust Wealth Advisors's Duke Energy position peaked at $337K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.