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Redhawk Wealth Advisors’s Duke Energy DUK Stock Holding History

Redhawk 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 		$352K Buy
2,778
+27
+1% +$3.41K 0.03% 310
2026
Q1 		$360K Buy
2,751
+20
+0.7% +$2.5K 0.04% 282
2025
Q4 		$320K Sell
2,731
-837
-23% -$102K 0.04% 293
2025
Q3 		$442K Buy
3,568
+1,450
+68% +$176K 0.05% 236
2025
Q2 		$250K Buy
2,118
+4
+0.2% +$472 0.03% 290
2025
Q1 		$258K Buy
2,114
+18
+0.9% +$2.05K 0.03% 249
2024
Q4 		$226K Buy
2,096
+16
+0.8% +$1.81K 0.03% 270
2024
Q3 		$240K Buy
2,080
+3
+0.1% +$334 0.03% 270
2024
Q2 		$208K Buy
+2,077
New +$208K 0.03% 288
2023
Q4 		– Sell
-2,512
Closed -$222K – 296
2023
Q3 		$222K Buy
2,512
+275
+12% +$25.2K 0.07% 181
2023
Q2 		$201K Sell
2,237
-196
-8% -$18.5K 0.06% 199
2023
Q1 		$235K Buy
2,433
+124
+5% +$12.3K 0.08% 155
2022
Q4 		$238K Sell
2,309
-923
-29% -$88.6K 0.09% 163
2022
Q3 		$301K Buy
3,232
+348
+12% +$37.4K 0.13% 129
2022
Q2 		$309K Buy
2,884
+148
+5% +$16.3K 0.14% 130
2022
Q1 		$305K Sell
2,736
-942
-26% -$97.8K 0.08% 159
2021
Q4 		$386K Sell
3,678
-721
-16% -$73.1K 0.1% 144
2021
Q3 		$429K Buy
4,399
+1,916
+77% +$198K 0.12% 125
2021
Q2 		$245K Hold
2,483
– – 0.05% 209
2021
Q1 		$240K Buy
2,483
+22
+0.9% +$2.01K 0.06% 195
2020
Q4 		$225K Buy
+2,461
New +$228K 0.06% 210
2019
Q3 		– Sell
-383
Closed -$34K – 205
2019
Q2 		$34K Buy
+383
New +$33.9K 0.01% 270

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Redhawk Wealth Advisors increased its Duke Energy (DUK) stake by 0.98% in Q2 2026, buying an estimated $3.41K and bringing the position to 2,778 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #310.

Redhawk Wealth Advisors first reported a position in DUK in Q2 2019 and has held it in 22 quarters since. The position peaked at $442K in Q3 2025. 521 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Redhawk Wealth Advisors held 2,778 shares of Duke Energy worth $352K as of Q2 2026.
  • Redhawk Wealth Advisors bought 27 Duke Energy shares in Q2 2026, an estimated $3.41K.
  • Duke Energy made up 0.03% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #310 holding.
  • Redhawk Wealth Advisors first reported a position in Duke Energy in Q2 2019 and has held it in 22 quarters since.
  • Redhawk Wealth Advisors's Duke Energy position peaked at $442K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.