MFA Wealth Advisors’s Duke Energy DUK Stock Holding History

MFA 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	$3.12M	Buy	24,678 +3,621	+17%	+$457K	0.53%	40
2026 Q1	$2.76M	Buy	21,057 +1,851	+10%	+$231K	0.54%	36
2025 Q4	$2.25M	Buy	19,206 +1,411	+8%	+$172K	0.48%	36
2025 Q3	$2.2M	Buy	17,795 +477	+3%	+$57.9K	0.48%	36
2025 Q2	$2.04M	Sell	17,318 -1,836	-10%	-$217K	0.48%	39
2025 Q1	$2.34M	Buy	19,154 +439	+2%	+$50K	0.58%	31
2024 Q4	$2.02M	Buy	18,715 +1,639	+10%	+$186K	0.52%	34
2024 Q3	$1.97M	Sell	17,076 -564	-3%	-$62.8K	0.43%	42
2024 Q2	$1.77M	Sell	17,640 -734	-4%	-$73.4K	0.39%	43
2024 Q1	$1.78M	Sell	18,374 -50	-0.3%	-$4.74K	0.47%	37
2023 Q4	$1.79M	Buy	18,424 +1,221	+7%	+$111K	0.5%	35
2023 Q3	$1.52M	Buy	17,203 +1,139	+7%	+$104K	0.47%	35
2023 Q2	$1.44M	Buy	16,064 +1,212	+8%	+$114K	0.45%	33
2023 Q1	$1.43M	Buy	14,852 +1,932	+15%	+$191K	0.47%	30
2022 Q4	$1.33M	Sell	12,920 -91	-0.7%	-$8.73K	0.48%	30
2022 Q3	$1.21M	Buy	13,011 +154	+1%	+$16.5K	0.45%	32
2022 Q2	$1.38M	Buy	12,857 +424	+3%	+$46.6K	0.5%	33
2022 Q1	$1.38M	Buy	+12,433	New	+$1.29M	0.44%	36

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

MFA Wealth Advisors increased its Duke Energy (DUK) stake by 17% in Q2 2026, buying an estimated $457K and bringing the position to 24,678 shares worth $3.12M. The position accounts for 0.53% of the portfolio, ranked #40.

MFA Wealth Advisors first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

MFA Wealth Advisors held 24,678 shares of Duke Energy worth $3.12M as of Q2 2026.
MFA Wealth Advisors bought 3,621 Duke Energy shares in Q2 2026, an estimated $457K.
Duke Energy made up 0.53% of MFA Wealth Advisors's portfolio in Q2 2026, its #40 holding.
MFA Wealth Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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