CAWM
DUK icon

Capital Advisors Wealth Management’s Duke Energy DUK Stock Holding History

Capital Advisors Wealth Management’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 		$420K Sell
3,319
-79
-2% -$9.96K 0.05% 156
2026
Q1 		$445K Buy
3,398
+301
+10% +$37.6K 0.06% 141
2025
Q4 		$363K Buy
3,097
+29
+0.9% +$3.54K 0.05% 154
2025
Q3 		$380K Buy
3,068
+480
+19% +$58.3K 0.05% 138
2025
Q2 		$305K Buy
2,588
+69
+3% +$8.14K 0.05% 151
2025
Q1 		$307K Buy
2,519
+104
+4% +$11.9K 0.05% 137
2024
Q4 		$260K Sell
2,415
-101
-4% -$11.4K 0.05% 148
2024
Q3 		$290K Buy
2,516
+30
+1% +$3.34K 0.05% 132
2024
Q2 		$249K Sell
2,486
-356
-13% -$35.6K 0.05% 132
2024
Q1 		$275K Buy
+2,842
New +$270K 0.06% 122
2023
Q2 		– Sell
-2,231
Closed -$215K – 149
2023
Q1 		$215K Buy
2,231
+41
+2% +$4.05K 0.06% 124
2022
Q4 		$226K Buy
+2,190
New +$210K 0.07% 111

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

Capital Advisors Wealth Management's DUK Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Duke Energy (DUK) stake by 2.3% in Q2 2026, selling an estimated $9.96K and leaving 3,319 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #156.

Capital Advisors Wealth Management first reported a position in DUK in Q4 2022 and has held it in 12 quarters since. The position peaked at $445K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Capital Advisors Wealth Management held 3,319 shares of Duke Energy worth $420K as of Q2 2026.
  • Capital Advisors Wealth Management sold 79 Duke Energy shares in Q2 2026, an estimated $9.96K.
  • Duke Energy made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Capital Advisors Wealth Management first reported a position in Duke Energy in Q4 2022 and has held it in 12 quarters since.
  • Capital Advisors Wealth Management's Duke Energy position peaked at $445K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.