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ARS Wealth Advisors Group’s Duke Energy DUK Stock Holding History

ARS Wealth Advisors Group’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 		$18.6M Sell
147,127
-937
-0.6% -$118K 1.46% 18
2026
Q1 		$19.4M Buy
148,064
+1,842
+1% +$230K 1.64% 19
2025
Q4 		$17.1M Buy
146,222
+2,974
+2% +$363K 1.54% 20
2025
Q3 		$17.7M Buy
143,248
+2,456
+2% +$298K 1.75% 18
2025
Q2 		$16.6M Buy
140,792
+1,983
+1% +$234K 1.91% 19
2025
Q1 		$16.9M Sell
138,809
-99
-0.1% -$11.3K 2.39% 16
2024
Q4 		$15M Buy
138,908
+406
+0.3% +$46K 2.06% 20
2024
Q3 		$16M Buy
138,502
+3,026
+2% +$337K 1.96% 22
2024
Q2 		$13.6M Buy
135,476
+4,145
+3% +$415K 1.76% 22
2024
Q1 		$12.7M Buy
131,331
+15,685
+14% +$1.49M 1.71% 22
2023
Q4 		$11.2M Buy
115,646
+12,353
+12% +$1.12M 1.66% 23
2023
Q3 		$9.12M Buy
103,293
+3,638
+4% +$334K 1.49% 25
2023
Q2 		$8.94M Buy
99,655
+1,303
+1% +$123K 1.42% 27
2023
Q1 		$9.49M Buy
98,352
+10,452
+12% +$1.03M 1.75% 21
2022
Q4 		$9.05M Buy
87,900
+1,662
+2% +$160K 1.49% 27
2022
Q3 		$8.02M Buy
86,238
+2,966
+4% +$319K 1.23% 33
2022
Q2 		$8.93M Sell
83,272
-68
-0.1% -$7.48K 1.23% 29
2022
Q1 		$9.31M Buy
83,340
+1,060
+1% +$110K 1.62% 24
2021
Q4 		$8.63M Buy
82,280
+1,420
+2% +$144K 1.45% 24
2021
Q3 		$7.89M Buy
+80,860
New +$8.37M 1.43% 23

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

ARS Wealth Advisors Group's DUK Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Duke Energy (DUK) stake by 0.63% in Q2 2026, selling an estimated $118K and leaving 147,127 shares worth $18.6M. The position accounts for 1.46% of the portfolio, ranked #18.

ARS Wealth Advisors Group first reported a position in DUK in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.4M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • ARS Wealth Advisors Group held 147,127 shares of Duke Energy worth $18.6M as of Q2 2026.
  • ARS Wealth Advisors Group sold 937 Duke Energy shares in Q2 2026, an estimated $118K.
  • Duke Energy made up 1.46% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #18 holding.
  • ARS Wealth Advisors Group first reported a position in Duke Energy in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Duke Energy position peaked at $19.4M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.