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MKT Advisors’s Duke Energy DUK Stock Holding History

MKT 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 		$259K Sell
2,016
-204
-9% -$25.7K 0.08% 135
2026
Q1 		$293K Sell
2,220
-757
-25% -$94.6K 0.1% 119
2025
Q4 		$348K Sell
2,977
-11
-0.4% -$1.34K 0.12% 115
2025
Q3 		$366K Sell
2,988
-177
-6% -$21.5K 0.14% 105
2025
Q2 		$376K Buy
3,165
+20
+0.6% +$2.36K 0.15% 97
2025
Q1 		$368K Sell
3,145
-150
-5% -$17.1K 0.17% 86
2024
Q4 		$360K Sell
3,295
-197
-6% -$22.3K 0.16% 97
2024
Q3 		$407K Sell
3,492
-23
-0.7% -$2.56K 0.19% 82
2024
Q2 		$355K Buy
3,515
+5
+0.1% +$500 0.18% 89
2024
Q1 		$335K Sell
3,510
-232
-6% -$22K 0.18% 99
2023
Q4 		$369K Buy
3,742
+38
+1% +$3.46K 0.24% 86
2023
Q3 		$316K Buy
3,704
+25
+0.7% +$2.29K 0.24% 83
2023
Q2 		$343K Sell
3,679
-23
-0.6% -$2.17K 0.24% 79
2023
Q1 		$366K Buy
3,702
+50
+1% +$4.94K 0.27% 74
2022
Q4 		$386K Sell
3,652
-58
-2% -$5.57K 0.29% 67
2022
Q3 		$345K Sell
3,710
-162
-4% -$17.4K 0.3% 70
2022
Q2 		$418K Sell
3,872
-511
-12% -$56.2K 0.33% 67
2022
Q1 		$486K Buy
4,383
+81
+2% +$8.41K 0.37% 61
2021
Q4 		$439K Buy
+4,302
New +$436K 0.34% 66

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MKT Advisors's DUK Position: Q2 2026 in Review

MKT Advisors reduced its Duke Energy (DUK) stake by 9.2% in Q2 2026, selling an estimated $25.7K and leaving 2,016 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #135.

MKT Advisors first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $486K in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MKT Advisors held 2,016 shares of Duke Energy worth $259K as of Q2 2026.
  • MKT Advisors sold 204 Duke Energy shares in Q2 2026, an estimated $25.7K.
  • Duke Energy made up 0.08% of MKT Advisors's portfolio in Q2 2026, its #135 holding.
  • MKT Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Duke Energy position peaked at $486K in Q1 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.