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Elevation Advisory Partners’s Duke Energy DUK Stock Holding History

Elevation Advisory Partners’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 		– Sell
-1,959
Closed -$236K – 58
2026
Q1 		$236K Buy
+1,959
New +$245K 0.22% 82

Other funds holding DUK

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elevation Advisory Partners's DUK Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,959 shares — an estimated $236K sold.

Elevation Advisory Partners first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Elevation Advisory Partners reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 1,959 Duke Energy shares in Q2 2026, an estimated $236K.
  • Elevation Advisory Partners first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's Duke Energy position peaked at $236K in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.