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Kingswood Wealth Advisors’s Duke Energy DUK Stock Holding History

Kingswood Wealth 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 		$3.42M Sell
27,047
-7,475
-22% -$943K 0.14% 168
2026
Q1 		$4.52M Buy
34,522
+388
+1% +$48.5K 0.21% 110
2025
Q4 		$4M Buy
34,134
+10,937
+47% +$1.34M 0.19% 122
2025
Q3 		$2.87M Buy
23,197
+2,987
+15% +$362K 0.17% 137
2025
Q2 		$2.38M Sell
20,210
-224
-1% -$26.4K 0.19% 117
2025
Q1 		$2.49M Buy
20,434
+96
+0.5% +$10.9K 0.23% 104
2024
Q4 		$2.19M Sell
20,338
-11,261
-36% -$1.28M 0.16% 138
2024
Q3 		$3.64M Buy
31,599
+7,901
+33% +$879K 0.26% 86
2024
Q2 		$2.38M Buy
23,698
+4,411
+23% +$441K 0.21% 102
2024
Q1 		$1.87M Sell
19,287
-2,805
-13% -$266K 0.22% 118
2023
Q4 		$2.14M Buy
22,092
+7,991
+57% +$727K 0.24% 93
2023
Q3 		$2.53M Sell
14,101
-464
-3% -$42.5K 0.43% 58
2023
Q2 		$1.31M Buy
+14,565
New +$1.37M 0.42% 59

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

Kingswood Wealth Advisors's DUK Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Duke Energy (DUK) stake by 22% in Q2 2026, selling an estimated $943K and leaving 27,047 shares worth $3.42M. The position accounts for 0.14% of the portfolio, ranked #168.

Kingswood Wealth Advisors first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.52M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Kingswood Wealth Advisors held 27,047 shares of Duke Energy worth $3.42M as of Q2 2026.
  • Kingswood Wealth Advisors sold 7,475 Duke Energy shares in Q2 2026, an estimated $943K.
  • Duke Energy made up 0.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Kingswood Wealth Advisors first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Duke Energy position peaked at $4.52M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.