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Excelsior Advisor Network’s Duke Energy DUK Stock Holding History

Excelsior Advisor Network’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 		$418K Buy
3,299
+630
+24% +$79.5K 0.06% 301
2026
Q1 		$349K Buy
+2,669
New +$334K 0.13% 145

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Excelsior Advisor Network's DUK Position: Q2 2026 in Review

Excelsior Advisor Network increased its Duke Energy (DUK) stake by 24% in Q2 2026, buying an estimated $79.5K and bringing the position to 3,299 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #301.

Excelsior Advisor Network first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 2,480 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Excelsior Advisor Network held 3,299 shares of Duke Energy worth $418K as of Q2 2026.
  • Excelsior Advisor Network bought 630 Duke Energy shares in Q2 2026, an estimated $79.5K.
  • Duke Energy made up 0.06% of Excelsior Advisor Network's portfolio in Q2 2026, its #301 holding.
  • Excelsior Advisor Network first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.