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Integrated Advisors Network’s Duke Energy DUK Stock Holding History

Integrated Advisors Network’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 		$1.92M Sell
15,150
-31
-0.2% -$3.91K 0.09% 214
2026
Q1 		$1.99M Buy
15,181
+415
+3% +$51.9K 0.1% 199
2025
Q4 		$1.73M Sell
14,766
-178
-1% -$21.7K 0.08% 254
2025
Q3 		$1.85M Sell
14,944
-269
-2% -$32.6K 0.08% 253
2025
Q2 		$1.8M Sell
15,213
-700
-4% -$82.6K 0.08% 249
2025
Q1 		$1.94M Sell
15,913
-134
-0.8% -$15.3K 0.1% 209
2024
Q4 		$1.73M Sell
16,047
-211
-1% -$23.9K 0.08% 222
2024
Q3 		$1.87M Buy
16,258
+134
+0.8% +$14.9K 0.09% 219
2024
Q2 		$1.62M Sell
16,124
-7,369
-31% -$737K 0.08% 227
2024
Q1 		$2.27M Sell
23,493
-3,978
-14% -$377K 0.12% 198
2023
Q4 		$2.67M Buy
27,471
+589
+2% +$53.6K 0.15% 175
2023
Q3 		$2.37M Sell
26,882
-137
-0.5% -$12.6K 0.15% 173
2023
Q2 		$2.42M Sell
27,019
-693
-3% -$65.4K 0.14% 180
2023
Q1 		$2.67M Sell
27,712
-204
-0.7% -$20.2K 0.16% 154
2022
Q4 		$2.88M Sell
27,916
-271
-1% -$26K 0.19% 152
2022
Q3 		$2.62M Buy
28,187
+387
+1% +$41.6K 0.18% 153
2022
Q2 		$2.98M Sell
27,800
-127
-0.5% -$14K 0.19% 142
2022
Q1 		$3.12M Buy
27,927
+1,912
+7% +$199K 0.18% 144
2021
Q4 		$2.73M Sell
26,015
-597
-2% -$60.5K 0.16% 153
2021
Q3 		$2.6M Buy
26,612
+768
+3% +$79.5K 0.17% 150
2021
Q2 		$2.55M Buy
25,844
+997
+4% +$100K 0.19% 140
2021
Q1 		$2.4M Buy
24,847
+1,801
+8% +$164K 0.22% 128
2020
Q4 		$2.11M Sell
23,046
-260
-1% -$24.1K 0.23% 124
2020
Q3 		$2.06M Sell
23,306
-7,032
-23% -$580K 0.26% 106
2020
Q2 		$2.42M Buy
30,338
+7,160
+31% +$605K 0.28% 98
2020
Q1 		$1.88M Buy
23,178
+218
+0.9% +$20K 0.37% 79
2019
Q4 		$2.09M Buy
+22,960
New +$2.1M 0.28% 122

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

Integrated Advisors Network's DUK Position: Q2 2026 in Review

Integrated Advisors Network reduced its Duke Energy (DUK) stake by 0.2% in Q2 2026, selling an estimated $3.91K and leaving 15,150 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #214.

Integrated Advisors Network first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.12M in Q1 2022. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Integrated Advisors Network held 15,150 shares of Duke Energy worth $1.92M as of Q2 2026.
  • Integrated Advisors Network sold 31 Duke Energy shares in Q2 2026, an estimated $3.91K.
  • Duke Energy made up 0.09% of Integrated Advisors Network's portfolio in Q2 2026, its #214 holding.
  • Integrated Advisors Network first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's Duke Energy position peaked at $3.12M in Q1 2022.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.