NAAA
DUK icon

New Age Alpha Advisors’s Duke Energy DUK Stock Holding History

New Age Alpha 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 		$8.34M Sell
65,862
-1,259
-2% -$159K 0.35% 56
2026
Q1 		$8.79M Sell
67,121
-5,389
-7% -$674K 0.41% 50
2025
Q4 		$8.5M Sell
72,510
-1,648
-2% -$201K 0.37% 55
2025
Q3 		$9.18M Sell
74,158
-6,094
-8% -$740K 0.38% 47
2025
Q2 		$9.47M Sell
80,252
-7,225
-8% -$853K 0.42% 44
2025
Q1 		$10.7M Sell
87,477
-14,212
-14% -$1.62M 0.48% 30
2024
Q4 		$11M Buy
101,689
+101,327
+27,991% +$11.5M 0.44% 39
2024
Q3 		$41.7K Buy
+362
New +$40.3K 0.02% 53

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

New Age Alpha Advisors's DUK Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Duke Energy (DUK) stake by 1.9% in Q2 2026, selling an estimated $159K and leaving 65,862 shares worth $8.34M. The position accounts for 0.35% of the portfolio, ranked #56.

New Age Alpha Advisors first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $11M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • New Age Alpha Advisors held 65,862 shares of Duke Energy worth $8.34M as of Q2 2026.
  • New Age Alpha Advisors sold 1,259 Duke Energy shares in Q2 2026, an estimated $159K.
  • Duke Energy made up 0.35% of New Age Alpha Advisors's portfolio in Q2 2026, its #56 holding.
  • New Age Alpha Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Duke Energy position peaked at $11M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.