ARS Wealth Advisors Group
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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
Q3 		$16.9M Buy
148,337
+1,210
+0.8% +$148K 1.23% 24
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ARS Wealth Advisors Group's DUK Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Duke Energy (DUK) stake by 0.82% in Q3 2026, buying an estimated $148K and bringing the position to 148,337 shares worth $16.9M. The position accounts for 1.23% of the portfolio, ranked #24.

ARS Wealth Advisors Group first reported a position in DUK in Q3 2021 and has held it in 21 quarters since. The position peaked at $19.4M in Q1 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • ARS Wealth Advisors Group held 148,337 shares of Duke Energy worth $16.9M as of Q3 2026.
  • ARS Wealth Advisors Group bought 1,210 Duke Energy shares in Q3 2026, an estimated $148K.
  • Duke Energy made up 1.23% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #24 holding.
  • ARS Wealth Advisors Group first reported a position in Duke Energy in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Duke Energy position peaked at $19.4M in Q1 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.