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Meeder Advisory Services’s Duke Energy DUK Stock Holding History

Meeder 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 		$2.44M Sell
19,308
-246
-1% -$31K 0.09% 150
2026
Q1 		$2.56M Buy
19,554
+2,300
+13% +$288K 0.11% 135
2025
Q4 		$2.02M Sell
17,254
-797
-4% -$97.3K 0.09% 159
2025
Q3 		$2.23M Buy
18,051
+1,945
+12% +$236K 0.1% 141
2025
Q2 		$1.9M Buy
16,106
+1,446
+10% +$171K 0.1% 154
2025
Q1 		$1.79M Buy
14,660
+1,658
+13% +$189K 0.11% 155
2024
Q4 		$1.4M Buy
13,002
+7
+0.1% +$793 0.09% 177
2024
Q3 		$1.5M Buy
12,995
+708
+6% +$78.8K 0.1% 167
2024
Q2 		$1.23M Buy
12,287
+4,038
+49% +$404K 0.09% 186
2024
Q1 		$798K Buy
8,249
+305
+4% +$28.9K 0.08% 211
2023
Q4 		$771K Buy
7,944
+1,194
+18% +$109K 0.09% 194
2023
Q3 		$596K Sell
6,750
-3,538
-34% -$324K 0.07% 224
2023
Q2 		$923K Buy
10,288
+156
+2% +$14.7K 0.1% 169
2023
Q1 		$977K Sell
10,132
-407
-4% -$40.2K 0.11% 157
2022
Q4 		$1.09M Buy
+10,539
New +$1.01M 0.14% 140

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 $3.38T AUM 44.17% 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

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

Meeder Advisory Services reduced its Duke Energy (DUK) stake by 1.3% in Q2 2026, selling an estimated $31K and leaving 19,308 shares worth $2.44M. The position accounts for 0.09% of the portfolio, ranked #150.

Meeder Advisory Services first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Meeder Advisory Services held 19,308 shares of Duke Energy worth $2.44M as of Q2 2026.
  • Meeder Advisory Services sold 246 Duke Energy shares in Q2 2026, an estimated $31K.
  • Duke Energy made up 0.09% of Meeder Advisory Services's portfolio in Q2 2026, its #150 holding.
  • Meeder Advisory Services first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's Duke Energy position peaked at $2.56M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.