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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
Q3 		$2.84M Buy
24,873
+195
+0.8% +$23.9K 0.48% 41
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

MFA Wealth Advisors's DUK Position: Q3 2026 in Review

MFA Wealth Advisors increased its Duke Energy (DUK) stake by 0.79% in Q3 2026, buying an estimated $23.9K and bringing the position to 24,873 shares worth $2.84M. The position accounts for 0.48% of the portfolio, ranked #41.

MFA Wealth Advisors first reported a position in DUK in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.12M in Q2 2026. 270 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • MFA Wealth Advisors held 24,873 shares of Duke Energy worth $2.84M as of Q3 2026.
  • MFA Wealth Advisors bought 195 Duke Energy shares in Q3 2026, an estimated $23.9K.
  • Duke Energy made up 0.48% of MFA Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • MFA Wealth Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 19 quarters since.
  • MFA Wealth Advisors's Duke Energy position peaked at $3.12M in Q2 2026.
  • 270 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.