PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Duke Energy DUK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$23.2K	Hold	183	–	–	0.01%	387
2026 Q1	$24K	Hold	183	–	–	0.01%	358
2025 Q4	$21.4K	Hold	183	–	–	0.01%	370
2025 Q3	$22.6K	Hold	183	–	–	0.01%	354
2025 Q2	$21.6K	Hold	183	–	–	0.01%	322
2025 Q1	$22.3K	Hold	183	–	–	0.01%	327
2024 Q4	$19.7K	Buy	+183	New	+$20.7K	0.01%	336

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DUK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Duke Energy (DUK) position steady in Q2 2026 at 183 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #387.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 183 shares of Duke Energy worth $23.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #387 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Duke Energy position peaked at $24K in Q1 2026.
1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.