Miller Wealth Advisors’s Duke Energy DUK Stock Holding History

Miller 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	$0	Buy	750 +650	+650%	+$82K	﹤0.01%	121
2026 Q1	$13.1K	Hold	100	–	–	0.01%	69
2025 Q4	$11.7K	Hold	100	–	–	﹤0.01%	74
2025 Q3	$12.4K	Hold	100	–	–	0.01%	70
2025 Q2	$11.8K	Hold	100	–	–	0.01%	62
2025 Q1	$12.2K	Hold	100	–	–	0.01%	61
2024 Q4	$10.8K	Hold	100	–	–	0.01%	54
2024 Q3	$12.1K	Hold	100	–	–	0.01%	48
2024 Q2	$10K	Buy	+100	New	+$10K	0.01%	52

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Miller Wealth Advisors increased its Duke Energy (DUK) stake by 650% in Q2 2026, buying an estimated $82K and bringing the position to 750 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Miller Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.1K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Miller Wealth Advisors held 750 shares of Duke Energy worth $0 as of Q2 2026.
Miller Wealth Advisors bought 650 Duke Energy shares in Q2 2026, an estimated $82K.
Duke Energy made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Miller Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Miller Wealth Advisors's Duke Energy position peaked at $13.1K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.