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Prosperity Capital Advisors’s Duke Energy DUK Stock Holding History

Prosperity Capital 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 		$751K Sell
5,935
-270
-4% -$34.1K 0.04% 225
2026
Q1 		$812K Sell
6,205
-882
-12% -$110K 0.05% 209
2025
Q4 		$831K Sell
7,087
-499
-7% -$60.9K 0.05% 187
2025
Q3 		$939K Buy
7,586
+1,801
+31% +$219K 0.05% 197
2025
Q2 		$683K Sell
5,785
-25
-0.4% -$2.95K 0.04% 211
2025
Q1 		$704K Buy
5,810
+269
+5% +$30.7K 0.06% 193
2024
Q4 		$597K Buy
5,541
+416
+8% +$47.1K 0.05% 205
2024
Q3 		$591K Buy
5,125
+1,757
+52% +$196K 0.05% 204
2024
Q2 		$338K Sell
3,368
-3,391
-50% -$339K 0.04% 234
2024
Q1 		$654K Buy
6,759
+3,509
+108% +$333K 0.08% 184
2023
Q4 		$315K Buy
3,250
+25
+0.8% +$2.27K 0.03% 192
2023
Q3 		$285K Buy
3,225
+278
+9% +$25.5K 0.04% 189
2023
Q2 		$265K Buy
2,947
+119
+4% +$11.2K 0.04% 196
2023
Q1 		$273K Buy
2,828
+59
+2% +$5.83K 0.04% 169
2022
Q4 		$285K Buy
+2,769
New +$266K 0.09% 148

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Prosperity Capital Advisors's DUK Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Duke Energy (DUK) stake by 4.4% in Q2 2026, selling an estimated $34.1K and leaving 5,935 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #225.

Prosperity Capital Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $939K in Q3 2025. 904 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Prosperity Capital Advisors held 5,935 shares of Duke Energy worth $751K as of Q2 2026.
  • Prosperity Capital Advisors sold 270 Duke Energy shares in Q2 2026, an estimated $34.1K.
  • Duke Energy made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #225 holding.
  • Prosperity Capital Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Duke Energy position peaked at $939K in Q3 2025.
  • 904 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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