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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
Q3 		$278K Sell
2,434
-885
-27% -$108K 0.03% 199
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Capital Advisors Wealth Management's DUK Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Duke Energy (DUK) stake by 27% in Q3 2026, selling an estimated $108K and leaving 2,434 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #199.

Capital Advisors Wealth Management first reported a position in DUK in Q4 2022 and has held it in 13 quarters since. The position peaked at $445K in Q1 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Capital Advisors Wealth Management held 2,434 shares of Duke Energy worth $278K as of Q3 2026.
  • Capital Advisors Wealth Management sold 885 Duke Energy shares in Q3 2026, an estimated $108K.
  • Duke Energy made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Capital Advisors Wealth Management first reported a position in Duke Energy in Q4 2022 and has held it in 13 quarters since.
  • Capital Advisors Wealth Management's Duke Energy position peaked at $445K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.