Center for Wealth Management Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Other funds holding DUK
Center for Wealth Management Advisory's DUK Position: Q2 2026 in Review
Center for Wealth Management Advisory increased its Duke Energy (DUK) stake by 1.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 15,541 shares worth $1.97M. The position accounts for 1.23% of the portfolio, ranked #19.
Center for Wealth Management Advisory first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Center for Wealth Management Advisory held 15,541 shares of Duke Energy worth $1.97M as of Q2 2026.
- Center for Wealth Management Advisory bought 250 Duke Energy shares in Q2 2026, an estimated $31.5K.
- Duke Energy made up 1.23% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #19 holding.
- Center for Wealth Management Advisory first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
- Center for Wealth Management Advisory's Duke Energy position peaked at $2M in Q1 2026.
- 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.