Diversify Advisory Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.84M Buy
14,305
+11,378
+389% +$1.44M 0.03% 439
2026
Q1
$370K Sell
2,927
-2,478
-46% -$310K 0.06% 141
2025
Q4
$644K Buy
5,405
+314
+6% +$38.3K 0.02% 527
2025
Q3
$630K Sell
5,091
-175
-3% -$21.2K 0.02% 488
2025
Q2
$655K Buy
5,266
+1,630
+45% +$192K 0.03% 443
2025
Q1
$442K Sell
3,636
-106
-3% -$12.1K 0.03% 385
2024
Q4
$396K Buy
3,742
+663
+22% +$75.1K 0.02% 410
2024
Q3
$369K Buy
3,079
+323
+12% +$36K 0.02% 447
2024
Q2
$278K Sell
2,756
-978
-26% -$97.8K 0.02% 531
2024
Q1
$359K Buy
+3,734
New +$354K 0.02% 496

Other funds holding DUK

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

Diversify Advisory Services increased its Duke Energy (DUK) stake by 389% in Q2 2026, buying an estimated $1.44M and bringing the position to 14,305 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #439.

Diversify Advisory Services first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Diversify Advisory Services held 14,305 shares of Duke Energy worth $1.84M as of Q2 2026.
  • Diversify Advisory Services bought 11,378 Duke Energy shares in Q2 2026, an estimated $1.44M.
  • Duke Energy made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #439 holding.
  • Diversify Advisory Services first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.