Arbor Wealth Advisors’s Duke Energy DUK Stock Holding History

Arbor 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 Q3	–	Sell	-1,602	Closed	-$203K	–	61
2026 Q2	$203K	Hold	1,602	–	–	0.12%	60
2026 Q1	$210K	Buy	+1,602	New	+$200K	0.15%	56

Other funds holding DUK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Arbor Wealth Advisors's DUK Position: Q3 2026 in Review

Arbor Wealth Advisors sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,602 shares — an estimated $203K sold.

Arbor Wealth Advisors first reported a position in DUK in Q1 2026 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Arbor Wealth Advisors reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
Arbor Wealth Advisors sold 1,602 Duke Energy shares in Q3 2026, an estimated $203K.
Arbor Wealth Advisors first reported a position in Duke Energy in Q1 2026 and held it in 2 quarters.
Arbor Wealth Advisors's Duke Energy position peaked at $210K in Q1 2026.
2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.