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Laurel Wealth Advisors (North Carolina)’s Duke Energy DUK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$20.7M Sell
163,580
-129
-0.1% -$16.3K 2% 10
2026
Q1 		$20.3M Buy
163,709
+10,423
+7% +$1.3M 2.01% 10
2025
Q4 		$18M Sell
153,286
-451
-0.3% -$55.1K 2.38% 9
2025
Q3 		$19M Buy
153,737
+4,001
+3% +$486K 2.66% 9
2025
Q2 		$17.7M Sell
149,736
-3,670
-2% -$433K 2.64% 8
2025
Q1 		$18.7M Buy
153,406
+4,703
+3% +$536K 2.93% 7
2024
Q4 		$16M Buy
148,703
+68,977
+87% +$7.81M 2.5% 9
2024
Q3 		$9.19M Sell
79,726
-2,516
-3% -$280K 1.46% 17
2024
Q2 		$8.24M Sell
82,242
-3,734
-4% -$373K 1.43% 17
2024
Q1 		$8.31M Buy
85,976
+206
+0.2% +$19.5K 1.42% 17
2023
Q4 		$8.32M Sell
85,770
-777
-0.9% -$70.7K 1.58% 16
2023
Q3 		$7.64M Sell
86,547
-3,557
-4% -$326K 1.62% 16
2023
Q2 		$8.09M Buy
90,104
+1,267
+1% +$120K 1.62% 16
2023
Q1 		$8.57M Buy
88,837
+3,944
+5% +$390K 1.81% 13
2022
Q4 		$8.74M Buy
84,893
+4,410
+5% +$423K 1.98% 13
2022
Q3 		$7.49M Buy
80,483
+2,037
+3% +$219K 1.86% 13
2022
Q2 		$8.41M Buy
78,446
+1,838
+2% +$202K 2.03% 9
2022
Q1 		$8.55M Buy
76,608
+2,205
+3% +$229K 1.8% 15
2021
Q4 		$7.8M Buy
74,403
+2,846
+4% +$289K 1.6% 16
2021
Q3 		$6.98M Sell
71,557
-799
-1% -$82.7K 1.54% 17
2021
Q2 		$7.14M Buy
72,356
+982
+1% +$98.7K 1.54% 17
2021
Q1 		$6.89M Buy
71,374
+1,052
+1% +$96K 1.67% 16
2020
Q4 		$6.44M Buy
70,322
+1,409
+2% +$130K 1.67% 15
2020
Q3 		$6.1M Buy
68,913
+5,215
+8% +$430K 1.82% 12
2020
Q2 		$5.09M Buy
63,698
+983
+2% +$83.1K 1.67% 14
2020
Q1 		$5.07M Buy
62,715
+3,078
+5% +$283K 1.91% 10
2019
Q4 		$5.44M Buy
59,637
+1,103
+2% +$101K 1.71% 14
2019
Q3 		$5.61M Buy
58,534
+1,796
+3% +$163K 1.92% 12
2019
Q2 		$5.01M Buy
56,738
+3,508
+7% +$310K 1.76% 11
2019
Q1 		$4.79M Buy
53,230
+1,017
+2% +$89.7K 1.76% 13
2018
Q4 		$4.51M Buy
+52,213
New +$4.44M 1.81% 11

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DUK Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Duke Energy (DUK) stake by 0.08% in Q2 2026, selling an estimated $16.3K and leaving 163,580 shares worth $20.7M. The position accounts for 2% of the portfolio, ranked #10.

Laurel Wealth Advisors (North Carolina) first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 163,580 shares of Duke Energy worth $20.7M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 129 Duke Energy shares in Q2 2026, an estimated $16.3K.
  • Duke Energy made up 2% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #10 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.