AAS
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Avantax Advisory Services’s Duke Energy DUK Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$13.1M Buy
111,040
+3,447
+3% +$407K 0.07% 208
2025
Q1 		$13.1M Buy
107,593
+3,208
+3% +$366K 0.08% 195
2024
Q4 		$11.2M Buy
104,385
+6,705
+7% +$760K 0.07% 201
2024
Q3 		$11.3M Sell
97,680
-144
-0.1% -$16K 0.07% 197
2024
Q2 		$9.8M Buy
97,824
+30,348
+45% +$3.04M 0.07% 210
2024
Q1 		$6.53M Sell
67,476
-4,091
-6% -$388K 0.06% 247
2023
Q4 		$6.94M Buy
71,567
+1,206
+2% +$110K 0.07% 221
2023
Q3 		$6.21M Buy
70,361
+1,343
+2% +$123K 0.07% 211
2023
Q2 		$6.19M Buy
69,018
+2,317
+3% +$219K 0.07% 210
2023
Q1 		$6.43M Buy
66,701
+9,136
+16% +$903K 0.08% 197
2022
Q4 		$5.93M Buy
57,565
+897
+2% +$86.1K 0.08% 195
2022
Q3 		$5.27M Buy
56,668
+4,752
+9% +$510K 0.08% 188
2022
Q2 		$5.57M Buy
51,916
+3,581
+7% +$394K 0.08% 177
2022
Q1 		$5.38M Buy
48,335
+2,977
+7% +$309K 0.07% 192
2021
Q4 		$4.76M Buy
45,358
+7,736
+21% +$784K 0.07% 210
2021
Q3 		$3.67M Buy
37,622
+3,630
+11% +$376K 0.06% 228
2021
Q2 		$3.35M Buy
33,992
+2,070
+6% +$208K 0.06% 237
2021
Q1 		$3.08M Buy
31,922
+4,310
+16% +$393K 0.07% 221
2020
Q4 		$2.53M Sell
27,612
-59,789
-68% -$5.53M 0.06% 224
2020
Q3 		$7.76M Buy
87,401
+58,922
+207% +$4.86M 0.12% 134
2020
Q2 		$2.28M Buy
28,479
+870
+3% +$73.5K 0.07% 201
2020
Q1 		$2.23M Sell
27,609
-61
-0.2% -$5.6K 0.07% 174
2019
Q4 		$2.52M Buy
27,670
+11,941
+76% +$1.09M 0.06% 177
2019
Q3 		$1.51M Buy
15,729
+4,991
+46% +$454K 0.06% 155
2019
Q2 		$948K Buy
10,738
+533
+5% +$47.1K 0.04% 198
2019
Q1 		$918K Buy
10,205
+647
+7% +$57K 0.05% 184
2018
Q4 		$826K Buy
+9,558
New +$814K 0.14% 151

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's DUK Position: Q2 2025 in Review

Avantax Advisory Services increased its Duke Energy (DUK) stake by 3.2% in Q2 2025, buying an estimated $407K and bringing the position to 111,040 shares worth $13.1M. The position accounts for 0.07% of the portfolio, ranked #208.

Avantax Advisory Services first reported a position in DUK in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.1M in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Avantax Advisory Services held 111,040 shares of Duke Energy worth $13.1M as of Q2 2025.
  • Avantax Advisory Services bought 3,447 Duke Energy shares in Q2 2025, an estimated $407K.
  • Duke Energy made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #208 holding.
  • Avantax Advisory Services first reported a position in Duke Energy in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Duke Energy position peaked at $13.1M in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.