High Net Worth Advisory Group’s Duke Energy DUK Stock Holding History

High Net Worth Advisory Group’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	$738K	Buy	5,827 +64	+1%	+$8.07K	0.16%	126
2026 Q1	$755K	Hold	5,763	–	–	0.18%	119
2025 Q4	$676K	Sell	5,763 -870	-13%	-$106K	0.16%	120
2025 Q3	$821K	Sell	6,633 -870	-12%	-$106K	0.2%	106
2025 Q2	$885K	Sell	7,503 -666	-8%	-$78.6K	0.23%	90
2025 Q1	$996K	Hold	8,169	–	–	0.28%	85
2024 Q4	$880K	Hold	8,169	–	–	0.25%	92
2024 Q3	$942K	Buy	8,169 +100	+1%	+$11.1K	0.26%	89
2024 Q2	$809K	Hold	8,069	–	–	0.25%	87
2024 Q1	$780K	Buy	8,069 +500	+7%	+$47.4K	0.25%	88
2023 Q4	$735K	Hold	7,569	–	–	0.27%	85
2023 Q3	$668K	Hold	7,569	–	–	0.27%	88
2023 Q2	$679K	Sell	7,569 -582	-7%	-$54.9K	0.26%	90
2023 Q1	$786K	Sell	8,151 -1	-0%	-$99	0.32%	79
2022 Q4	$840K	Sell	8,152 -51	-0.6%	-$4.9K	0.33%	74
2022 Q3	$763K	Hold	8,203	–	–	0.33%	70
2022 Q2	$879K	Hold	8,203	–	–	0.36%	64
2022 Q1	$916K	Buy	8,203 +200	+2%	+$20.8K	0.33%	70
2021 Q4	$840K	Buy	+8,003	New	+$811K	0.29%	71

Other funds holding DUK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

High Net Worth Advisory Group's DUK Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $8.07K and bringing the position to 5,827 shares worth $738K. The position accounts for 0.16% of the portfolio, ranked #126.

High Net Worth Advisory Group first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $996K in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

High Net Worth Advisory Group held 5,827 shares of Duke Energy worth $738K as of Q2 2026.
High Net Worth Advisory Group bought 64 Duke Energy shares in Q2 2026, an estimated $8.07K.
Duke Energy made up 0.16% of High Net Worth Advisory Group's portfolio in Q2 2026, its #126 holding.
High Net Worth Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Duke Energy position peaked at $996K in Q1 2025.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.