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Capital Advisors Ltd’s Duke Energy DUK Stock Holding History

Capital Advisors Ltd’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 		$139K Buy
1,096
+30
+3% +$3.78K 0.01% 349
2026
Q1 		$140K Buy
1,066
+117
+12% +$14.6K 0.02% 334
2025
Q4 		$111K Buy
949
+80
+9% +$9.77K 0.01% 350
2025
Q3 		$108K Hold
869
– – 0.01% 352
2025
Q2 		$103K Sell
869
-8
-0.9% -$944 0.01% 341
2025
Q1 		$107K Sell
877
-19
-2% -$2.17K 0.01% 334
2024
Q4 		$97K Buy
896
+74
+9% +$8.38K 0.01% 345
2024
Q3 		$95K Hold
822
– – 0.01% 350
2024
Q2 		$82K Sell
822
-47
-5% -$4.7K 0.01% 359
2024
Q1 		$84K Buy
869
+99
+13% +$9.39K 0.01% 360
2023
Q4 		$75K Sell
770
-92
-11% -$8.37K 0.01% 364
2023
Q3 		$76K Buy
862
+16
+2% +$1.47K 0.01% 355
2023
Q2 		$76K Buy
846
+467
+123% +$44.1K 0.01% 369
2023
Q1 		$37K Sell
379
-430
-53% -$42.5K 0.01% 403
2022
Q4 		$42K Buy
809
+510
+171% +$49K 0.01% 390
2022
Q3 		$28K Sell
299
-7
-2% -$752 0.01% 418
2022
Q2 		$33K Buy
306
+20
+7% +$2.2K 0.01% 392
2022
Q1 		$32K Buy
286
+15
+6% +$1.56K 0.01% 406
2021
Q4 		$28K Buy
271
+7
+3% +$710 ﹤0.01% 407
2021
Q3 		$26K Hold
264
– – ﹤0.01% 367
2021
Q2 		$26K Hold
264
– – ﹤0.01% 349
2021
Q1 		$25K Hold
264
– – ﹤0.01% 339
2020
Q4 		$24K Hold
264
– – 0.01% 329
2020
Q3 		$23K Hold
264
– – 0.01% 326
2020
Q2 		$21K Hold
264
– – 0.01% 325
2020
Q1 		$21K Hold
264
– – 0.01% 309
2019
Q4 		$24K Hold
264
– – 0.01% 296
2019
Q3 		$25K Hold
264
– – 0.01% 292
2019
Q2 		$23K Buy
+264
New +$23.3K 0.01% 324

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

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

Capital Advisors Ltd increased its Duke Energy (DUK) stake by 2.8% in Q2 2026, buying an estimated $3.78K and bringing the position to 1,096 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #349.

Capital Advisors Ltd first reported a position in DUK in Q2 2019 and has held it in 29 quarters since. The position peaked at $140K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Capital Advisors Ltd held 1,096 shares of Duke Energy worth $139K as of Q2 2026.
  • Capital Advisors Ltd bought 30 Duke Energy shares in Q2 2026, an estimated $3.78K.
  • Duke Energy made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #349 holding.
  • Capital Advisors Ltd first reported a position in Duke Energy in Q2 2019 and has held it in 29 quarters since.
  • Capital Advisors Ltd's Duke Energy position peaked at $140K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.