NWF 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
$762K Buy
6,023
+3
+0% +$378 0.07% 166
2026
Q1
$788K Buy
6,020
+146
+2% +$18.3K 0.09% 154
2025
Q4
$688K Sell
5,874
-122
-2% -$14.9K 0.08% 163
2025
Q3
$742K Sell
5,996
-277
-4% -$33.6K 0.08% 164
2025
Q2
$740K Sell
6,273
-219
-3% -$25.8K 0.09% 154
2025
Q1
$792K Buy
6,492
+525
+9% +$59.8K 0.11% 126
2024
Q4
$643K Buy
+5,967
New +$676K 0.09% 112

Other funds holding DUK

NWF Advisory Services's DUK Position: Q2 2026 in Review

NWF Advisory Services increased its Duke Energy (DUK) stake by 0.05% in Q2 2026, buying an estimated $378 and bringing the position to 6,023 shares worth $762K. The position accounts for 0.07% of the portfolio, ranked #166.

NWF Advisory Services first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q1 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • NWF Advisory Services held 6,023 shares of Duke Energy worth $762K as of Q2 2026.
  • NWF Advisory Services bought 3 Duke Energy shares in Q2 2026, an estimated $378.
  • Duke Energy made up 0.07% of NWF Advisory Services's portfolio in Q2 2026, its #166 holding.
  • NWF Advisory Services first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • NWF Advisory Services's Duke Energy position peaked at $792K in Q1 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.