AWA
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Arkadios Wealth Advisors’s Duke Energy DUK Stock Holding History

Arkadios 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 		$5.75M Sell
45,451
-17,996
-28% -$2.27M 0.09% 236
2026
Q1 		$8.31M Buy
63,447
+22,191
+54% +$2.77M 0.14% 178
2025
Q4 		$4.84M Buy
41,256
+5,060
+14% +$618K 0.09% 229
2025
Q3 		$4.48M Buy
36,196
+1,802
+5% +$219K 0.11% 210
2025
Q2 		$4.06M Buy
34,394
+2,832
+9% +$334K 0.12% 193
2025
Q1 		$3.85M Buy
31,562
+18,781
+147% +$2.14M 0.15% 161
2024
Q4 		$1.38M Buy
12,781
+1,692
+15% +$192K 0.08% 266
2024
Q3 		$1.28M Buy
11,089
+1,747
+19% +$194K 0.07% 267
2024
Q2 		$936K Buy
9,342
+1,594
+21% +$159K 0.06% 298
2024
Q1 		$749K Buy
7,748
+246
+3% +$23.3K 0.06% 295
2023
Q4 		$728K Buy
7,502
+697
+10% +$63.4K 0.06% 283
2023
Q3 		$601K Buy
6,805
+483
+8% +$44.3K 0.06% 294
2023
Q2 		$567K Sell
6,322
-228
-3% -$21.5K 0.07% 271
2023
Q1 		$632K Buy
6,550
+386
+6% +$38.1K 0.08% 259
2022
Q4 		$635K Buy
6,164
+342
+6% +$32.8K 0.08% 248
2022
Q3 		$542K Buy
5,822
+931
+19% +$100K 0.08% 256
2022
Q2 		$524K Sell
4,891
-96
-2% -$10.6K 0.08% 268
2022
Q1 		$557K Buy
4,987
+213
+4% +$22.1K 0.07% 290
2021
Q4 		$501K Sell
4,774
-394
-8% -$39.9K 0.07% 322
2021
Q3 		$504K Sell
5,168
-3,155
-38% -$327K 0.07% 287
2021
Q2 		$821K Buy
8,323
+1,145
+16% +$115K 0.1% 235
2021
Q1 		$692K Buy
7,178
+836
+13% +$76.3K 0.11% 203
2020
Q4 		$580K Buy
6,342
+4,375
+222% +$405K 0.12% 176
2020
Q3 		$182K Buy
1,967
+40
+2% +$3.3K 0.09% 192
2020
Q2 		$157K Sell
1,927
-183
-9% -$15.5K 0.09% 183
2020
Q1 		$171K Sell
2,110
-224
-10% -$20.6K 0.11% 165
2019
Q4 		$234K Buy
+2,334
New +$214K 0.14% 135

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

Arkadios Wealth Advisors's DUK Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Duke Energy (DUK) stake by 28% in Q2 2026, selling an estimated $2.27M and leaving 45,451 shares worth $5.75M. The position accounts for 0.09% of the portfolio, ranked #236.

Arkadios Wealth Advisors first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.31M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Arkadios Wealth Advisors held 45,451 shares of Duke Energy worth $5.75M as of Q2 2026.
  • Arkadios Wealth Advisors sold 17,996 Duke Energy shares in Q2 2026, an estimated $2.27M.
  • Duke Energy made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • Arkadios Wealth Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Duke Energy position peaked at $8.31M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.