AWS
DUK icon

Arkfeld Wealth Strategies’s Duke Energy DUK Stock Holding History

Arkfeld Wealth Strategies’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 		$269K Buy
2,133
+15
+0.7% +$1.89K 0.08% 100
2026
Q1 		$271K Buy
2,118
+14
+0.7% +$1.75K 0.09% 94
2025
Q4 		$245K Sell
2,104
-276
-12% -$33.7K 0.08% 95
2025
Q3 		$294K Buy
2,380
+15
+0.6% +$1.82K 0.11% 86
2025
Q2 		$277K Buy
2,365
+41
+2% +$4.84K 0.11% 85
2025
Q1 		$270K Buy
2,324
+14
+0.6% +$1.6K 0.12% 79
2024
Q4 		$245K Buy
2,310
+16
+0.7% +$1.81K 0.11% 81
2024
Q3 		$262K Buy
2,294
+15
+0.7% +$1.67K 0.13% 80
2024
Q2 		$229K Buy
2,279
+17
+0.8% +$1.7K 0.12% 85
2024
Q1 		$216K Buy
2,262
+17
+0.8% +$1.61K 0.12% 87
2023
Q4 		$222K Buy
+2,245
New +$204K 0.15% 75
2023
Q3 		– Sell
-2,228
Closed -$206K – 74
2023
Q2 		$206K Buy
2,228
+18
+0.8% +$1.7K 0.15% 72
2023
Q1 		$220K Buy
2,210
+16
+0.7% +$1.58K 0.16% 69
2022
Q4 		$231K Buy
+2,194
New +$211K 0.15% 68
2022
Q3 		– Sell
-2,173
Closed -$230K – 69
2022
Q2 		$230K Buy
2,173
+5
+0.2% +$550 0.15% 63
2022
Q1 		$250K Buy
2,168
+5
+0.2% +$519 0.16% 63
2021
Q4 		$225K Buy
2,163
+5
+0.2% +$507 0.14% 71
2021
Q3 		$217K Buy
2,158
+5
+0.2% +$518 0.13% 74
2021
Q2 		$221K Buy
2,153
+5
+0.2% +$502 0.13% 73
2021
Q1 		$210K Buy
+2,148
New +$196K 0.13% 74
2020
Q1 		– Sell
-2,107
Closed -$202K – 55
2019
Q4 		$202K Buy
+2,107
New +$193K 0.23% 49

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

Arkfeld Wealth Strategies's DUK Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its Duke Energy (DUK) stake by 0.71% in Q2 2026, buying an estimated $1.89K and bringing the position to 2,133 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #100.

Arkfeld Wealth Strategies first reported a position in DUK in Q4 2019 and has held it in 21 quarters since. The position peaked at $294K in Q3 2025. 834 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Arkfeld Wealth Strategies held 2,133 shares of Duke Energy worth $269K as of Q2 2026.
  • Arkfeld Wealth Strategies bought 15 Duke Energy shares in Q2 2026, an estimated $1.89K.
  • Duke Energy made up 0.08% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #100 holding.
  • Arkfeld Wealth Strategies first reported a position in Duke Energy in Q4 2019 and has held it in 21 quarters since.
  • Arkfeld Wealth Strategies's Duke Energy position peaked at $294K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.