N.E.W. Advisory Services’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
$126K Buy
999
+226
+29% +$28.5K 0.01% 265
2026
Q1
$101K Buy
773
+523
+209% +$65.4K 0.01% 285
2025
Q4
$29.3K Buy
250
+27
+12% +$3.3K ﹤0.01% 432
2025
Q3
$27.6K Hold
223
﹤0.01% 405
2025
Q2
$26.3K Hold
223
﹤0.01% 410
2025
Q1
$27.2K Buy
+223
New +$25.4K ﹤0.01% 451

Other funds holding DUK

N.E.W. Advisory Services's DUK Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Duke Energy (DUK) stake by 29% in Q2 2026, buying an estimated $28.5K and bringing the position to 999 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #265.

N.E.W. Advisory Services first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • N.E.W. Advisory Services held 999 shares of Duke Energy worth $126K as of Q2 2026.
  • N.E.W. Advisory Services bought 226 Duke Energy shares in Q2 2026, an estimated $28.5K.
  • Duke Energy made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #265 holding.
  • N.E.W. Advisory Services first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.