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Arkos Global Advisors’s Duke Energy DUK Stock Holding History

Arkos Global 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 		$548K Buy
4,329
+57
+1% +$7.19K 0.06% 72
2026
Q1 		$559K Sell
4,272
-976
-19% -$122K 0.07% 69
2025
Q4 		$615K Sell
5,248
-675
-11% -$82.4K 0.08% 66
2025
Q3 		$733K Buy
5,923
+2,143
+57% +$260K 0.09% 61
2025
Q2 		$446K Buy
3,780
+106
+3% +$12.5K 0.06% 82
2025
Q1 		$448K Buy
3,674
+1,232
+50% +$140K 0.07% 71
2024
Q4 		$263K Buy
+2,442
New +$277K 0.04% 107

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

Arkos Global Advisors's DUK Position: Q2 2026 in Review

Arkos Global Advisors increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $7.19K and bringing the position to 4,329 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #72.

Arkos Global Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $733K in Q3 2025. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Arkos Global Advisors held 4,329 shares of Duke Energy worth $548K as of Q2 2026.
  • Arkos Global Advisors bought 57 Duke Energy shares in Q2 2026, an estimated $7.19K.
  • Duke Energy made up 0.06% of Arkos Global Advisors's portfolio in Q2 2026, its #72 holding.
  • Arkos Global Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Arkos Global Advisors's Duke Energy position peaked at $733K in Q3 2025.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.