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Opal Wealth Advisors’s Duke Energy DUK Stock Holding History

Opal 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 		$395K Sell
3,118
-62
-2% -$7.82K 0.09% 132
2026
Q1 		$416K Sell
3,180
-252
-7% -$31.5K 0.09% 113
2025
Q4 		$402K Buy
3,432
+138
+4% +$16.9K 0.1% 118
2025
Q3 		$408K Sell
3,294
-14
-0.4% -$1.7K 0.11% 110
2025
Q2 		$390K Buy
3,308
+730
+28% +$86.1K 0.11% 102
2025
Q1 		$314K Buy
2,578
+412
+19% +$47K 0.1% 114
2024
Q4 		$233K Sell
2,166
-81
-4% -$9.18K 0.07% 169
2024
Q3 		$259K Buy
2,247
+124
+6% +$13.8K 0.08% 148
2024
Q2 		$213K Buy
+2,123
New +$212K 0.07% 167

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

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

Opal Wealth Advisors reduced its Duke Energy (DUK) stake by 1.9% in Q2 2026, selling an estimated $7.82K and leaving 3,118 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #132.

Opal Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $416K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Opal Wealth Advisors held 3,118 shares of Duke Energy worth $395K as of Q2 2026.
  • Opal Wealth Advisors sold 62 Duke Energy shares in Q2 2026, an estimated $7.82K.
  • Duke Energy made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Opal Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Opal Wealth Advisors's Duke Energy position peaked at $416K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.