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Financial Network Wealth Advisors’s Duke Energy DUK Stock Holding History

Financial Network Wealth Advisors’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 		$25.6K Sell
202
-11
-5% -$1.39K 0.03% 382
2026
Q1 		$27.9K Sell
213
-7
-3% -$875 0.03% 350
2025
Q4 		$25.8K Sell
220
-33
-13% -$4.03K 0.03% 360
2025
Q3 		$31.3K Hold
253
– – 0.03% 325
2025
Q2 		$29.9K Hold
253
– – 0.04% 321
2025
Q1 		$30.9K Buy
253
+198
+360% +$22.6K 0.04% 301
2024
Q4 		$5.93K Sell
55
-551
-91% -$62.4K 0.01% 343
2024
Q3 		$69.9K Sell
606
-821
-58% -$91.4K 0.06% 244
2024
Q2 		$143K Buy
+1,427
New +$143K 0.11% 169

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

Financial Network Wealth Advisors's DUK Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Duke Energy (DUK) stake by 5.2% in Q2 2026, selling an estimated $1.39K and leaving 202 shares worth $25.6K. The position accounts for 0.03% of the portfolio, ranked #382.

Financial Network Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $143K in Q2 2024. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Financial Network Wealth Advisors held 202 shares of Duke Energy worth $25.6K as of Q2 2026.
  • Financial Network Wealth Advisors sold 11 Duke Energy shares in Q2 2026, an estimated $1.39K.
  • Duke Energy made up 0.03% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #382 holding.
  • Financial Network Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's Duke Energy position peaked at $143K in Q2 2024.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.