AWE
DUK icon

Avidian Wealth Enterprises’s Duke Energy DUK Stock Holding History

Avidian Wealth Enterprises’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 		$3.66M Buy
28,877
+836
+3% +$105K 0.1% 132
2026
Q1 		$3.67M Buy
28,041
+21,261
+314% +$2.66M 0.12% 125
2025
Q4 		$795K Buy
6,780
+41
+0.6% +$5.01K 0.03% 270
2025
Q3 		$834K Buy
6,739
+2,202
+49% +$267K 0.03% 251
2025
Q2 		$535K Sell
4,537
-119
-3% -$14K 0.02% 317
2025
Q1 		$568K Buy
4,656
+1,103
+31% +$126K 0.03% 290
2024
Q4 		$383K Buy
3,553
+1,469
+70% +$166K 0.02% 350
2024
Q3 		$240K Sell
2,084
-715
-26% -$79.6K 0.01% 446
2024
Q2 		$281K Buy
2,799
+515
+23% +$51.5K 0.01% 404
2024
Q1 		$221K Buy
2,284
+94
+4% +$8.92K 0.01% 404
2023
Q4 		$212K Sell
2,190
-707
-24% -$64.3K 0.01% 394
2023
Q3 		$256K Buy
2,897
+12
+0.4% +$1.1K 0.02% 348
2023
Q2 		$259K Sell
2,885
-1,680
-37% -$159K 0.02% 358
2023
Q1 		$440K Buy
4,565
+798
+21% +$78.8K 0.02% 318
2022
Q4 		$388K Buy
+3,767
New +$362K 0.03% 312
2022
Q3 		– Sell
-2,686
Closed -$288K – 433
2022
Q2 		$288K Buy
+2,686
New +$295K 0.02% 360
2022
Q1 		– Sell
-2,217
Closed -$233K – 514
2021
Q4 		$233K Buy
+2,217
New +$225K 0.01% 457

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Avidian Wealth Enterprises's DUK Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Duke Energy (DUK) stake by 3% in Q2 2026, buying an estimated $105K and bringing the position to 28,877 shares worth $3.66M. The position accounts for 0.1% of the portfolio, ranked #132.

Avidian Wealth Enterprises first reported a position in DUK in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.67M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Avidian Wealth Enterprises held 28,877 shares of Duke Energy worth $3.66M as of Q2 2026.
  • Avidian Wealth Enterprises bought 836 Duke Energy shares in Q2 2026, an estimated $105K.
  • Duke Energy made up 0.1% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #132 holding.
  • Avidian Wealth Enterprises first reported a position in Duke Energy in Q4 2021 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's Duke Energy position peaked at $3.67M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.