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Goldstein Advisors’s Duke Energy DUK Stock Holding History

Goldstein 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 		$355K Buy
2,801
+584
+26% +$73.7K 0.03% 171
2026
Q1 		$290K Buy
2,217
+155
+8% +$19.4K 0.03% 158
2025
Q4 		$242K Buy
2,062
+62
+3% +$7.57K 0.03% 183
2025
Q3 		$248K Buy
2,000
+56
+3% +$6.8K 0.03% 170
2025
Q2 		$229K Buy
1,944
+17
+0.9% +$2.01K 0.03% 171
2025
Q1 		$235K Buy
+1,927
New +$220K 0.03% 162

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Goldstein Advisors's DUK Position: Q2 2026 in Review

Goldstein Advisors increased its Duke Energy (DUK) stake by 26% in Q2 2026, buying an estimated $73.7K and bringing the position to 2,801 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #171.

Goldstein Advisors first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Goldstein Advisors held 2,801 shares of Duke Energy worth $355K as of Q2 2026.
  • Goldstein Advisors bought 584 Duke Energy shares in Q2 2026, an estimated $73.7K.
  • Duke Energy made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #171 holding.
  • Goldstein Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.