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Innovative Asset Advisors Group’s Duke Energy DUK Stock Holding History

Innovative Asset Advisors 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 		– Sell
-136
Closed -$17.8K – 490
2026
Q1 		$17.8K Buy
+136
New +$17K 0.01% 522

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

Innovative Asset Advisors Group's DUK Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 136 shares — an estimated $17.8K sold.

Innovative Asset Advisors Group first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $17.8K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 136 Duke Energy shares in Q2 2026, an estimated $17.8K.
  • Innovative Asset Advisors Group first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Duke Energy position peaked at $17.8K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.