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Medallion Wealth Advisors’s Duke Energy DUK Stock Holding History

Medallion 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 		$153K Sell
1,205
-406
-25% -$51.2K 0.05% 279
2026
Q1 		$211K Buy
1,611
+23
+1% +$2.88K 0.07% 240
2025
Q4 		$186K Buy
1,588
+168
+12% +$20.5K 0.06% 252
2025
Q3 		$176K Buy
1,420
+2
+0.1% +$243 0.06% 248
2025
Q2 		$168K Sell
1,418
-16
-1% -$1.89K 0.07% 249
2025
Q1 		$174K Sell
1,434
-326
-19% -$37.2K 0.08% 216
2024
Q4 		$196K Buy
+1,760
New +$199K 0.1% 193

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

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

Medallion Wealth Advisors reduced its Duke Energy (DUK) stake by 25% in Q2 2026, selling an estimated $51.2K and leaving 1,205 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #279.

Medallion Wealth Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $211K in Q1 2026. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Medallion Wealth Advisors held 1,205 shares of Duke Energy worth $153K as of Q2 2026.
  • Medallion Wealth Advisors sold 406 Duke Energy shares in Q2 2026, an estimated $51.2K.
  • Duke Energy made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • Medallion Wealth Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Duke Energy position peaked at $211K in Q1 2026.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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