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Atlas Capital Advisors’s Duke Energy DUK Stock Holding History

Atlas Capital 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 		$8.48K Buy
67
+46
+219% +$5.8K ﹤0.01% 904
2026
Q1 		$2.75K Buy
21
+14
+200% +$1.75K ﹤0.01% 872
2025
Q4 		$820 Buy
+7
New +$855 ﹤0.01% 906
2023
Q4 		– Sell
-174
Closed -$15.4K – 902
2023
Q3 		$15.4K Hold
174
– – ﹤0.01% 665
2023
Q2 		$15.6K Sell
174
-780
-82% -$73.6K ﹤0.01% 705
2023
Q1 		$92K Sell
954
-466
-33% -$46K 0.01% 478
2022
Q4 		$146K Hold
1,420
– – 0.02% 395
2022
Q3 		$132K Sell
1,420
-17
-1% -$1.83K 0.02% 403
2022
Q2 		$154K Buy
1,437
+60
+4% +$6.6K 0.03% 395
2022
Q1 		$154K Buy
1,377
+7
+0.5% +$727 0.02% 402
2021
Q4 		$144K Sell
1,370
-128
-9% -$13K 0.02% 405
2021
Q3 		$146K Buy
1,498
+873
+140% +$90.4K 0.02% 392
2021
Q2 		$61.7K Buy
625
+141
+29% +$14.2K 0.01% 514
2021
Q1 		$46.7K Buy
484
+59
+14% +$5.38K 0.01% 500
2020
Q4 		$38.9K Buy
+425
New +$39.3K 0.01% 487
2020
Q3 		– Sell
-6,731
Closed -$538K – 377
2020
Q2 		$538K Sell
6,731
-417
-6% -$35.2K 0.13% 169
2020
Q1 		$578K Sell
7,148
-1,493
-17% -$137K 0.17% 135
2019
Q4 		$788K Sell
8,641
-8
-0.1% -$733 0.2% 134
2019
Q3 		$829K Sell
8,649
-6,520
-43% -$593K 0.25% 114
2019
Q2 		$1.34M Sell
15,169
-844
-5% -$74.6K 0.44% 59
2019
Q1 		$1.44M Buy
+16,013
New +$1.41M 0.52% 47
2018
Q2 		– Sell
-86
Closed -$6.66K – 527
2018
Q1 		$6.66K Buy
+86
New +$6.65K ﹤0.01% 494

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

Atlas Capital Advisors's DUK Position: Q2 2026 in Review

Atlas Capital Advisors increased its Duke Energy (DUK) stake by 219% in Q2 2026, buying an estimated $5.8K and bringing the position to 67 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Atlas Capital Advisors first reported a position in DUK in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.44M in Q1 2019. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Atlas Capital Advisors held 67 shares of Duke Energy worth $8.48K as of Q2 2026.
  • Atlas Capital Advisors bought 46 Duke Energy shares in Q2 2026, an estimated $5.8K.
  • Duke Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #904 holding.
  • Atlas Capital Advisors first reported a position in Duke Energy in Q1 2018 and has held it in 22 quarters since.
  • Atlas Capital Advisors's Duke Energy position peaked at $1.44M in Q1 2019.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.