MWA
DUK icon

Muirfield Wealth Advisors’s Duke Energy DUK Stock Holding History

Muirfield 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 		$330K Sell
2,608
-237
-8% -$29.9K 0.22% 61
2026
Q1 		$372K Sell
2,845
-249
-8% -$31.1K 0.27% 59
2025
Q4 		$363K Sell
3,094
-178
-5% -$21.7K 0.27% 56
2025
Q3 		$405K Sell
3,272
-92
-3% -$11.2K 0.3% 53
2025
Q2 		$397K Buy
3,364
+41
+1% +$4.84K 0.32% 53
2025
Q1 		$405K Buy
3,323
+28
+0.8% +$3.19K 0.34% 50
2024
Q4 		$355K Sell
3,295
-12
-0.4% -$1.36K 0.29% 56
2024
Q3 		$381K Buy
3,307
+30
+0.9% +$3.34K 0.32% 52
2024
Q2 		$328K Buy
3,277
+32
+1% +$3.2K 0.31% 49
2024
Q1 		$314K Sell
3,245
-180
-5% -$17.1K 0.3% 48
2023
Q4 		$332K Buy
+3,425
New +$312K 0.35% 47

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 $3.37T AUM 44.26% 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

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

Muirfield Wealth Advisors reduced its Duke Energy (DUK) stake by 8.3% in Q2 2026, selling an estimated $29.9K and leaving 2,608 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #61.

Muirfield Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q1 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Muirfield Wealth Advisors held 2,608 shares of Duke Energy worth $330K as of Q2 2026.
  • Muirfield Wealth Advisors sold 237 Duke Energy shares in Q2 2026, an estimated $29.9K.
  • Duke Energy made up 0.22% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Muirfield Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Muirfield Wealth Advisors's Duke Energy position peaked at $405K in Q1 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.