CIAS
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Capital Investment Advisory Services’s Duke Energy DUK Stock Holding History

Capital Investment 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
2026
Q2 		$10.9M Buy
86,374
+1,234
+1% +$156K 0.67% 28
2026
Q1 		$11.1M Buy
85,140
+2,958
+4% +$370K 0.81% 21
2025
Q4 		$9.63M Buy
82,182
+2,651
+3% +$324K 0.68% 32
2025
Q3 		$9.84M Buy
79,531
+397
+0.5% +$48.2K 0.78% 24
2025
Q2 		$9.34M Sell
79,134
-267
-0.3% -$31.5K 0.76% 26
2025
Q1 		$9.68M Buy
79,401
+1,745
+2% +$199K 0.87% 20
2024
Q4 		$8.37M Buy
77,656
+3,136
+4% +$355K 0.81% 25
2024
Q3 		$8.59M Sell
74,520
-1,582
-2% -$176K 0.81% 23
2024
Q2 		$7.63M Sell
76,102
-1,153
-1% -$115K 0.79% 23
2024
Q1 		$7.47M Sell
77,255
-7,554
-9% -$717K 0.8% 20
2023
Q4 		$8.23M Buy
84,809
+2,266
+3% +$206K 0.76% 23
2023
Q3 		$7.29M Buy
82,543
+3,865
+5% +$354K 0.71% 21
2023
Q2 		$7.06M Buy
78,678
+8,536
+12% +$806K 0.7% 21
2023
Q1 		$6.77M Buy
70,142
+1,181
+2% +$117K 0.8% 22
2022
Q4 		$7.1M Buy
68,961
+9,545
+16% +$916K 0.84% 18
2022
Q3 		$5.53M Buy
59,416
+2,090
+4% +$224K 0.72% 26
2022
Q2 		$6.15M Buy
57,326
+12,793
+29% +$1.41M 0.74% 22
2022
Q1 		$4.97M Sell
44,533
-1,519
-3% -$158K 0.54% 31
2021
Q4 		$4.83M Buy
46,052
+1,554
+3% +$158K 0.57% 31
2021
Q3 		$4.34M Buy
44,498
+2,125
+5% +$220K 0.55% 31
2021
Q2 		$4.18M Sell
42,373
-4,575
-10% -$460K 0.53% 35
2021
Q1 		$4.53M Buy
46,948
+550
+1% +$50.2K 0.64% 28
2020
Q4 		$4.25M Buy
46,398
+4,177
+10% +$386K 0.63% 30
2020
Q3 		$3.74M Sell
42,221
-2,749
-6% -$227K 0.7% 29
2020
Q2 		$3.59M Buy
44,970
+2,048
+5% +$173K 0.73% 23
2020
Q1 		$3.47M Buy
42,922
+4,341
+11% +$399K 0.85% 20
2019
Q4 		$3.52M Buy
38,581
+3,225
+9% +$296K 0.94% 17
2019
Q3 		$3.39M Buy
35,356
+1,773
+5% +$161K 0.95% 13
2019
Q2 		$2.96M Sell
33,583
-496
-1% -$43.8K 0.9% 15
2019
Q1 		$3.07M Buy
34,079
+2,660
+8% +$235K 1.14% 13
2018
Q4 		$2.71M Buy
31,419
+177
+0.6% +$15.1K 1.16% 13
2018
Q3 		$2.5M Buy
31,242
+1,596
+5% +$129K 1.17% 17
2018
Q2 		$2.34M Buy
29,646
+1,374
+5% +$106K 1.17% 16
2018
Q1 		$2.19M Buy
28,272
+1,655
+6% +$128K 1.22% 17
2017
Q4 		$2.24M Buy
26,617
+714
+3% +$62.4K 1.31% 17
2017
Q3 		$2.17M Buy
25,903
+719
+3% +$61.6K 1.34% 16
2017
Q2 		$2.1M Buy
25,184
+1,564
+7% +$131K 1.39% 14
2017
Q1 		$1.94M Buy
23,620
+1,207
+5% +$95.9K 1.42% 15
2016
Q4 		$1.74M Buy
+22,413
New +$1.72M 1.51% 17

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 Investment Advisory Services's DUK Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Duke Energy (DUK) stake by 1.4% in Q2 2026, buying an estimated $156K and bringing the position to 86,374 shares worth $10.9M. The position accounts for 0.67% of the portfolio, ranked #28.

Capital Investment Advisory Services first reported a position in DUK in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.1M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Capital Investment Advisory Services held 86,374 shares of Duke Energy worth $10.9M as of Q2 2026.
  • Capital Investment Advisory Services bought 1,234 Duke Energy shares in Q2 2026, an estimated $156K.
  • Duke Energy made up 0.67% of Capital Investment Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Capital Investment Advisory Services first reported a position in Duke Energy in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's Duke Energy position peaked at $11.1M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.