Roberts Wealth Advisors’s Duke Energy DUK Stock Holding History

Roberts 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	$230K	Buy	+1,818	New	+$229K	0.05%	108

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Roberts Wealth Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 1,818 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Roberts Wealth Advisors held 1,818 shares of Duke Energy worth $230K as of Q2 2026.
Duke Energy was a new Roberts Wealth Advisors position in Q2 2026.
Duke Energy made up 0.05% of Roberts Wealth Advisors's portfolio in Q2 2026, its #108 holding.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.