Shah Wealth Advisors, LLC’s Duke Energy DUK Stock Holding History

Shah Wealth Advisors, LLC’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	$426K	Buy	+3,367	New	+$425K	0.1%	58

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shah Wealth Advisors, LLC's DUK Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Duke Energy (DUK) in Q2 2026: 3,367 shares worth $426K. The stake represents 0.1% of the portfolio and ranks #58 among its holdings.

1,715 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Shah Wealth Advisors, LLC held 3,367 shares of Duke Energy worth $426K as of Q2 2026.
Duke Energy was a new Shah Wealth Advisors, LLC position in Q2 2026.
Duke Energy made up 0.1% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #58 holding.
1,715 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.