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Carolina Wealth Advisors’s Duke Energy DUK Stock Holding History

Carolina Wealth Advisors’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 		$5.06K Hold
40
– – ﹤0.01% 237
2026
Q1 		$5.24K Hold
40
– – ﹤0.01% 222
2025
Q4 		$4.69K Hold
40
– – ﹤0.01% 206
2025
Q3 		$4.95K Sell
40
-23
-37% -$2.79K ﹤0.01% 189
2025
Q2 		$7.43K Hold
63
– – ﹤0.01% 160
2025
Q1 		$7.68K Hold
63
– – ﹤0.01% 152
2024
Q4 		$6.79K Sell
63
-297
-83% -$33.6K ﹤0.01% 165
2024
Q3 		$41.5K Buy
360
+163
+83% +$18.1K 0.02% 126
2024
Q2 		$19.7K Hold
197
– – 0.01% 121
2024
Q1 		$19.1K Hold
197
– – 0.01% 127
2023
Q4 		$19.1K Hold
197
– – 0.01% 142
2023
Q3 		$17.4K Hold
197
– – 0.01% 151
2023
Q2 		$17.7K Buy
+197
New +$18.6K 0.01% 135

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

Carolina Wealth Advisors's DUK Position: Q2 2026 in Review

Carolina Wealth Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 40 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Carolina Wealth Advisors first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $41.5K in Q3 2024. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Carolina Wealth Advisors held 40 shares of Duke Energy worth $5.06K as of Q2 2026.
  • Carolina Wealth Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • Carolina Wealth Advisors first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • Carolina Wealth Advisors's Duke Energy position peaked at $41.5K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.