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Signal Advisors Wealth’s Duke Energy DUK Stock Holding History

Signal Advisors Wealth’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 		$4.17M Buy
32,978
+17,792
+117% +$2.24M 0.21% 93
2026
Q1 		$1.99M Buy
15,186
+12,092
+391% +$1.51M 0.14% 141
2025
Q4 		$363K Sell
3,094
-74
-2% -$9.04K 0.03% 367
2025
Q3 		$392K Sell
3,168
-4,567
-59% -$554K 0.04% 305
2025
Q2 		$913K Buy
+7,735
New +$913K 0.07% 220
2024
Q3 		– Sell
-2,758
Closed -$276K – 417
2024
Q2 		$276K Buy
+2,758
New +$276K 0.6% 49

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

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

Signal Advisors Wealth increased its Duke Energy (DUK) stake by 117% in Q2 2026, buying an estimated $2.24M and bringing the position to 32,978 shares worth $4.17M. The position accounts for 0.21% of the portfolio, ranked #93.

Signal Advisors Wealth first reported a position in DUK in Q2 2024 and has held it in 6 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Signal Advisors Wealth held 32,978 shares of Duke Energy worth $4.17M as of Q2 2026.
  • Signal Advisors Wealth bought 17,792 Duke Energy shares in Q2 2026, an estimated $2.24M.
  • Duke Energy made up 0.21% of Signal Advisors Wealth's portfolio in Q2 2026, its #93 holding.
  • Signal Advisors Wealth first reported a position in Duke Energy in Q2 2024 and has held it in 6 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.