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McGuire Capital Advisors’s Duke Energy DUK Stock Holding History

McGuire Capital 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 		$36.7K Sell
290
-3
-1% -$378 0.02% 240
2026
Q1 		$38.4K Buy
293
+3
+1% +$375 0.02% 208
2025
Q4 		$34K Buy
+290
New +$35.4K 0.02% 229

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

McGuire Capital Advisors's DUK Position: Q2 2026 in Review

McGuire Capital Advisors reduced its Duke Energy (DUK) stake by 1% in Q2 2026, selling an estimated $378 and leaving 290 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #240.

McGuire Capital Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.4K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • McGuire Capital Advisors held 290 shares of Duke Energy worth $36.7K as of Q2 2026.
  • McGuire Capital Advisors sold 3 Duke Energy shares in Q2 2026, an estimated $378.
  • Duke Energy made up 0.02% of McGuire Capital Advisors's portfolio in Q2 2026, its #240 holding.
  • McGuire Capital Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Duke Energy position peaked at $38.4K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.