New England Capital Financial Advisors’s Duke Energy DUK Stock Holding History

New England Capital Financial 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	$161K	Buy	1,270 +1	+0.1%	+$126	0.04%	75
2026 Q1	$166K	Hold	1,269	–	–	0.05%	67
2025 Q4	$149K	Buy	1,269 +1	+0.1%	+$122	0.06%	74
2025 Q3	$157K	Buy	1,268 +5	+0.4%	+$607	0.07%	65
2025 Q2	$149K	Sell	1,263 -48	-4%	-$5.66K	0.07%	64
2025 Q1	$160K	Hold	1,311	–	–	0.08%	59
2024 Q4	$141K	Buy	1,311 +1	+0.1%	+$113	0.07%	65
2024 Q3	$151K	Hold	1,310	–	–	0.08%	59
2024 Q2	$131K	Buy	1,310 +1	+0.1%	+$100	0.07%	61
2024 Q1	$127K	Hold	1,309	–	–	0.07%	62
2023 Q4	$127K	Buy	1,309 +1	+0.1%	+$91	0.08%	63
2023 Q3	$115K	Hold	1,308	–	–	0.08%	66
2023 Q2	$117K	Buy	1,308 +1	+0.1%	+$94	0.08%	67
2023 Q1	$126K	Buy	1,307 +1	+0.1%	+$99	0.09%	62
2022 Q4	$133K	Buy	+1,306	New	+$125K	0.09%	61

Other funds holding DUK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

New England Capital Financial Advisors's DUK Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Duke Energy (DUK) stake by 0.08% in Q2 2026, buying an estimated $126 and bringing the position to 1,270 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #75.

New England Capital Financial Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $166K in Q1 2026. 1,429 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

New England Capital Financial Advisors held 1,270 shares of Duke Energy worth $161K as of Q2 2026.
New England Capital Financial Advisors bought 1 Duke Energy share in Q2 2026, an estimated $126.
Duke Energy made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #75 holding.
New England Capital Financial Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Duke Energy position peaked at $166K in Q1 2026.
1,429 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.