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MONECO Advisors’s Duke Energy DUK Stock Holding History

MONECO 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 		$4.78M Sell
37,747
-671
-2% -$84.6K 0.29% 68
2026
Q1 		$5.03M Sell
38,418
-102
-0.3% -$12.8K 0.39% 52
2025
Q4 		$4.51M Sell
38,520
-77
-0.2% -$9.4K 0.36% 58
2025
Q3 		$4.78M Buy
38,597
+548
+1% +$66.5K 0.4% 51
2025
Q2 		$4.49M Sell
38,049
-781
-2% -$92.2K 0.42% 47
2025
Q1 		$4.74M Sell
38,830
-114
-0.3% -$13K 0.49% 37
2024
Q4 		$4.2M Buy
38,944
+1,451
+4% +$164K 0.44% 50
2024
Q3 		$4.32M Buy
37,493
+91
+0.2% +$10.1K 0.54% 46
2024
Q2 		$3.75M Buy
37,402
+10,591
+40% +$1.06M 0.55% 48
2024
Q1 		$2.59M Buy
26,811
+48
+0.2% +$4.55K 0.41% 61
2023
Q4 		$2.6M Buy
26,763
+22,177
+484% +$2.02M 0.49% 47
2023
Q3 		$405K Buy
4,586
+276
+6% +$25.3K 0.11% 212
2023
Q2 		$387K Sell
4,310
-242
-5% -$22.8K 0.11% 210
2023
Q1 		$439K Buy
4,552
+1,117
+33% +$110K 0.13% 180
2022
Q4 		$354K Buy
3,435
+2
+0.1% +$192 0.13% 175
2022
Q3 		$319K Buy
3,433
+12
+0.4% +$1.29K 0.13% 174
2022
Q2 		$367K Sell
3,421
-1
-0% -$110 0.14% 150
2022
Q1 		$382K Buy
3,422
+19
+0.6% +$1.97K 0.14% 147
2021
Q4 		$359K Buy
3,403
+9
+0.3% +$912 0.13% 158
2021
Q3 		$331K Buy
3,394
+176
+5% +$18.2K 0.13% 166
2021
Q2 		$318K Buy
3,218
+8
+0.2% +$804 0.15% 151
2021
Q1 		$310K Buy
3,210
+229
+8% +$20.9K 0.15% 145
2020
Q4 		$273K Sell
2,981
-62
-2% -$5.74K 0.15% 139
2020
Q3 		$269K Buy
+3,043
New +$251K 0.17% 117
2020
Q1 		– Sell
-4,849
Closed -$454K – 128
2019
Q4 		$454K Sell
4,849
-72
-1% -$6.6K 0.32% 72
2019
Q3 		$472K Buy
4,921
+7
+0.1% +$637 0.37% 63
2019
Q2 		$434K Buy
4,914
+8
+0.2% +$707 0.35% 66
2019
Q1 		$442K Buy
+4,906
New +$433K 0.36% 65

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

MONECO Advisors's DUK Position: Q2 2026 in Review

MONECO Advisors reduced its Duke Energy (DUK) stake by 1.7% in Q2 2026, selling an estimated $84.6K and leaving 37,747 shares worth $4.78M. The position accounts for 0.29% of the portfolio, ranked #68.

MONECO Advisors first reported a position in DUK in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.03M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MONECO Advisors held 37,747 shares of Duke Energy worth $4.78M as of Q2 2026.
  • MONECO Advisors sold 671 Duke Energy shares in Q2 2026, an estimated $84.6K.
  • Duke Energy made up 0.29% of MONECO Advisors's portfolio in Q2 2026, its #68 holding.
  • MONECO Advisors first reported a position in Duke Energy in Q1 2019 and has held it in 28 quarters since.
  • MONECO Advisors's Duke Energy position peaked at $5.03M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.