Mount Yale Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.42M | Buy |
26,993
+9,528
| +55% | +$1.2M | 0.06% | 293 |
|
|
2026
Q1 | $2.29M | Buy |
17,465
+9,896
| +131% | +$1.24M | 0.05% | 341 |
|
|
2025
Q4 | $887K | Sell |
7,569
-4,917
| -39% | -$600K | 0.04% | 336 |
|
|
2025
Q3 | $1.55M | Sell |
12,486
-297
| -2% | -$36K | 0.11% | 204 |
|
|
2025
Q2 | $1.51M | Buy |
12,783
+328
| +3% | +$38.7K | 0.12% | 155 |
|
|
2025
Q1 | $1.52M | Buy |
12,455
+498
| +4% | +$56.8K | 0.13% | 141 |
|
|
2024
Q4 | $1.29M | Buy |
11,957
+393
| +3% | +$44.5K | 0.1% | 162 |
|
|
2024
Q3 | $1.33M | Sell |
11,564
-1,690
| -13% | -$188K | 0.13% | 164 |
|
|
2024
Q2 | $1.33M | Buy |
13,254
+1,287
| +11% | +$129K | 0.11% | 177 |
|
|
2024
Q1 | $1.16M | Buy |
11,967
+3,074
| +35% | +$292K | 0.09% | 195 |
|
|
2023
Q4 | $863K | Buy |
8,893
+208
| +2% | +$18.9K | 0.08% | 223 |
|
|
2023
Q3 | $767K | Sell |
8,685
-130
| -1% | -$11.9K | 0.08% | 228 |
|
|
2023
Q2 | $791K | Buy |
8,815
+256
| +3% | +$24.2K | 0.08% | 236 |
|
|
2023
Q1 | $826K | Buy |
8,559
+843
| +11% | +$83.3K | 0.09% | 229 |
|
|
2022
Q4 | $795K | Buy |
7,716
+19
| +0.2% | +$1.82K | 0.09% | 226 |
|
|
2022
Q3 | $716K | Buy |
7,697
+3,723
| +94% | +$400K | 0.1% | 220 |
|
|
2022
Q2 | $426K | Buy |
3,974
+148
| +4% | +$16.3K | 0.05% | 306 |
|
|
2022
Q1 | $427K | Buy |
3,826
+580
| +18% | +$60.2K | 0.05% | 321 |
|
|
2021
Q4 | $341K | Buy |
3,246
+272
| +9% | +$27.6K | 0.04% | 343 |
|
|
2021
Q3 | $290K | Buy |
+2,974
| New | +$308K | 0.03% | 356 |
|
|
2020
Q3 | – | Sell |
-5,454
| Closed | -$436K | – | 356 |
|
|
2020
Q2 | $436K | Buy |
5,454
+135
| +3% | +$11.4K | 0.08% | 242 |
|
|
2020
Q1 | $430K | Buy |
5,319
+1,032
| +24% | +$94.8K | 0.1% | 203 |
|
|
2019
Q4 | $418K | Buy |
4,287
+505
| +13% | +$46.3K | 0.07% | 240 |
|
|
2019
Q3 | $331K | Buy |
3,782
+334
| +10% | +$30.4K | 0.06% | 256 |
|
|
2019
Q2 | $306K | Buy |
3,448
+328
| +11% | +$29K | 0.06% | 263 |
|
|
2019
Q1 | $281K | Sell |
3,120
-61
| -2% | -$5.38K | 0.05% | 264 |
|
|
2018
Q4 | $287K | Sell |
3,181
-375
| -11% | -$31.9K | 0.06% | 264 |
|
|
2018
Q3 | $301K | Buy |
3,556
+80
| +2% | +$6.47K | 0.05% | 251 |
|
|
2018
Q2 | $275K | Buy |
3,476
+703
| +25% | +$54.1K | 0.05% | 264 |
|
|
2018
Q1 | $215K | Buy |
+2,773
| New | +$214K | 0.05% | 281 |
|
Other funds holding DUK
Mount Yale Investment Advisors's DUK Position: Q2 2026 in Review
Mount Yale Investment Advisors increased its Duke Energy (DUK) stake by 55% in Q2 2026, buying an estimated $1.2M and bringing the position to 26,993 shares worth $3.42M. The position accounts for 0.06% of the portfolio, ranked #293.
Mount Yale Investment Advisors first reported a position in DUK in Q1 2018 and has held it in 30 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Mount Yale Investment Advisors held 26,993 shares of Duke Energy worth $3.42M as of Q2 2026.
- Mount Yale Investment Advisors bought 9,528 Duke Energy shares in Q2 2026, an estimated $1.2M.
- Duke Energy made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #293 holding.
- Mount Yale Investment Advisors first reported a position in Duke Energy in Q1 2018 and has held it in 30 quarters since.
- 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.