Investment Advisory Services’s Duke Energy DUK Stock Holding History

Investment Advisory Services’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	$604K	Sell	4,769 -40	-0.8%	-$5.05K	0.17%	73
2026 Q1	$630K	Sell	4,809 -14	-0.3%	-$1.75K	0.2%	71
2025 Q4	$565K	Sell	4,823 -60	-1%	-$7.33K	0.18%	72
2025 Q3	$604K	Sell	4,883 -706	-13%	-$85.7K	0.19%	74
2025 Q2	$660K	Hold	5,589	–	–	0.22%	69
2025 Q1	$682K	Sell	5,589 -45	-0.8%	-$5.13K	0.25%	63
2024 Q4	$607K	Hold	5,634	–	–	0.21%	68
2024 Q3	$650K	Hold	5,634	–	–	0.23%	69
2024 Q2	$565K	Sell	5,634 -391	-6%	-$39.1K	0.21%	74
2024 Q1	$583K	Sell	6,025 -54	-0.9%	-$5.12K	0.21%	75
2023 Q4	$590K	Sell	6,079 -561	-8%	-$51K	0.23%	72
2023 Q3	$586K	Sell	6,640 -438	-6%	-$40.2K	0.25%	69
2023 Q2	$635K	Buy	7,078 +318	+5%	+$30K	0.27%	67
2023 Q1	$652K	Hold	6,760	–	–	0.32%	62
2022 Q4	$696K	Sell	6,760 -143	-2%	-$13.7K	0.36%	54
2022 Q3	$642K	Sell	6,903 -897	-12%	-$96.3K	0.38%	55
2022 Q2	$836K	Buy	7,800 +44	+0.6%	+$4.84K	0.48%	50
2022 Q1	$866K	Sell	7,756 -48	-0.6%	-$4.99K	0.48%	50
2021 Q4	$819K	Buy	7,804 +85	+1%	+$8.62K	0.45%	52
2021 Q3	$753K	Buy	7,719 +69	+0.9%	+$7.14K	0.46%	52
2021 Q2	$755K	Buy	+7,650	New	+$769K	0.47%	51
2020 Q4	$743K	Buy	8,068 +45	+0.6%	+$4.16K	0.52%	50
2020 Q3	$711K	Buy	8,023 +206	+3%	+$17K	0.56%	48
2020 Q2	$625K	Buy	+7,817	New	+$661K	0.53%	51

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Investment Advisory Services's DUK Position: Q2 2026 in Review

Investment Advisory Services reduced its Duke Energy (DUK) stake by 0.83% in Q2 2026, selling an estimated $5.05K and leaving 4,769 shares worth $604K. The position accounts for 0.17% of the portfolio, ranked #73.

Investment Advisory Services first reported a position in DUK in Q2 2020 and has held it in 24 quarters since. The position peaked at $866K in Q1 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Investment Advisory Services held 4,769 shares of Duke Energy worth $604K as of Q2 2026.
Investment Advisory Services sold 40 Duke Energy shares in Q2 2026, an estimated $5.05K.
Duke Energy made up 0.17% of Investment Advisory Services's portfolio in Q2 2026, its #73 holding.
Investment Advisory Services first reported a position in Duke Energy in Q2 2020 and has held it in 24 quarters since.
Investment Advisory Services's Duke Energy position peaked at $866K in Q1 2022.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.