Moss Adams Wealth Advisors’s Duke Energy DUK Stock Holding History

Moss Adams 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	$421K	Buy	3,329 +119	+4%	+$15K	0.03%	173
2026 Q1	$420K	Buy	3,210 +3	+0.1%	+$375	0.03%	157
2025 Q4	$376K	Buy	3,207 +179	+6%	+$21.9K	0.03%	169
2025 Q3	$375K	Buy	3,028 +17	+0.6%	+$2.06K	0.03%	166
2025 Q2	$355K	Buy	3,011 +152	+5%	+$17.9K	0.03%	172
2025 Q1	$349K	Buy	2,859 +764	+36%	+$87.1K	0.04%	154
2024 Q4	$226K	Buy	2,095 +290	+16%	+$32.9K	0.02%	182
2024 Q3	$208K	Buy	+1,805	New	+$201K	0.02%	191

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Moss Adams Wealth Advisors's DUK Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Duke Energy (DUK) stake by 3.7% in Q2 2026, buying an estimated $15K and bringing the position to 3,329 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #173.

Moss Adams Wealth Advisors first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Moss Adams Wealth Advisors held 3,329 shares of Duke Energy worth $421K as of Q2 2026.
Moss Adams Wealth Advisors bought 119 Duke Energy shares in Q2 2026, an estimated $15K.
Duke Energy made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Moss Adams Wealth Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.