DAS
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Dynamic Advisor Solutions’s Duke Energy DUK Stock Holding History

Dynamic Advisor Solutions’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 		$7.17M Buy
56,612
+2,166
+4% +$273K 0.2% 118
2026
Q1 		$7.13M Buy
54,446
+23,770
+77% +$2.97M 0.22% 99
2025
Q4 		$3.6M Sell
30,676
-1,780
-5% -$217K 0.12% 190
2025
Q3 		$4.02M Buy
32,456
+773
+2% +$93.8K 0.12% 196
2025
Q2 		$3.74M Buy
31,683
+6,095
+24% +$719K 0.12% 203
2025
Q1 		$3.12M Buy
25,588
+866
+4% +$98.7K 0.1% 216
2024
Q4 		$2.66M Sell
24,722
-1,722
-7% -$195K 0.12% 176
2024
Q3 		$3.05M Sell
26,444
-966
-4% -$108K 0.09% 241
2024
Q2 		$2.75M Sell
27,410
-482
-2% -$48.2K 0.09% 253
2024
Q1 		$2.7M Buy
27,892
+2,068
+8% +$196K 0.09% 261
2023
Q4 		$2.54M Buy
25,824
+1,122
+5% +$102K 0.09% 250
2023
Q3 		$2.18M Buy
24,702
+1,356
+6% +$124K 0.1% 219
2023
Q2 		$2.1M Buy
23,346
+1,625
+7% +$153K 0.11% 213
2023
Q1 		$2.1M Buy
21,721
+4,339
+25% +$429K 0.12% 208
2022
Q4 		$1.79M Buy
17,382
+1,875
+12% +$180K 0.12% 190
2022
Q3 		$1.44M Sell
15,507
-13
-0.1% -$1.4K 0.11% 197
2022
Q2 		$1.66M Buy
15,520
+464
+3% +$51K 0.13% 180
2022
Q1 		$1.68M Sell
15,056
-11
-0.1% -$1.14K 0.12% 184
2021
Q4 		$1.58M Buy
15,067
+491
+3% +$49.8K 0.11% 197
2021
Q3 		$1.42M Buy
14,576
+350
+2% +$36.2K 0.11% 217
2021
Q2 		$1.4M Buy
14,226
+354
+3% +$35.6K 0.11% 213
2021
Q1 		$1.34M Buy
13,872
+1,662
+14% +$152K 0.12% 200
2020
Q4 		$1.12M Buy
12,210
+991
+9% +$91.7K 0.1% 220
2020
Q3 		$994K Buy
11,219
+456
+4% +$37.6K 0.11% 206
2020
Q2 		$860K Buy
10,763
+329
+3% +$27.8K 0.12% 203
2020
Q1 		$844K Buy
10,434
+732
+8% +$67.2K 0.15% 171
2019
Q4 		$885K Buy
9,702
+5,594
+136% +$513K 0.12% 206
2019
Q3 		$394K Buy
4,108
+236
+6% +$21.5K 0.06% 324
2019
Q2 		$342K Buy
+3,872
New +$342K 0.05% 336
2019
Q1 		– Sell
-21,897
Closed -$1.88M – 436
2018
Q4 		$1.88M Buy
21,897
+20
+0.1% +$1.7K 0.4% 70
2018
Q3 		$1.75M Sell
21,877
-459
-2% -$37.1K 0.36% 87
2018
Q2 		$1.77M Buy
+22,336
New +$1.72M 0.4% 75

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's DUK Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Duke Energy (DUK) stake by 4% in Q2 2026, buying an estimated $273K and bringing the position to 56,612 shares worth $7.17M. The position accounts for 0.2% of the portfolio, ranked #118.

Dynamic Advisor Solutions first reported a position in DUK in Q2 2018 and has held it in 32 quarters since. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Dynamic Advisor Solutions held 56,612 shares of Duke Energy worth $7.17M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,166 Duke Energy shares in Q2 2026, an estimated $273K.
  • Duke Energy made up 0.2% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #118 holding.
  • Dynamic Advisor Solutions first reported a position in Duke Energy in Q2 2018 and has held it in 32 quarters since.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.