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Phoenix Wealth Advisors’s Duke Energy DUK Stock Holding History

Phoenix 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 		$296K Buy
2,340
+326
+16% +$41.1K 0.1% 109
2026
Q1 		$264K Buy
2,014
+56
+3% +$7K 0.1% 113
2025
Q4 		$229K Buy
1,958
+326
+20% +$39.8K 0.09% 116
2025
Q3 		$202K Buy
+1,632
New +$198K 0.08% 128
2025
Q2 		– Sell
-1,702
Closed -$208K – 128
2025
Q1 		$208K Buy
+1,702
New +$194K 0.09% 120
2021
Q4 		– Sell
-1,398
Closed -$136K – 181
2021
Q3 		$136K Hold
1,398
– – 0.1% 135
2021
Q2 		$140K Hold
1,398
– – 0.1% 136
2021
Q1 		$135K Buy
1,398
+166
+13% +$15.2K 0.11% 136
2020
Q4 		$113K Buy
+1,232
New +$114K 0.09% 141

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

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

Phoenix Wealth Advisors increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $41.1K and bringing the position to 2,340 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #109.

Phoenix Wealth Advisors first reported a position in DUK in Q4 2020 and has held it in 9 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Phoenix Wealth Advisors held 2,340 shares of Duke Energy worth $296K as of Q2 2026.
  • Phoenix Wealth Advisors bought 326 Duke Energy shares in Q2 2026, an estimated $41.1K.
  • Duke Energy made up 0.1% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Phoenix Wealth Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 9 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.