SWA
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SOA Wealth Advisors’s Duke Energy DUK Stock Holding History

SOA 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 		$26.3K Buy
208
+1
+0.5% +$126 ﹤0.01% 483
2026
Q1 		$27.1K Sell
207
-1
-0.5% -$125 0.01% 455
2025
Q4 		$24.4K Buy
208
+1
+0.5% +$122 ﹤0.01% 475
2025
Q3 		$25.6K Buy
207
+1
+0.5% +$121 ﹤0.01% 476
2025
Q2 		$24.3K Buy
206
+1
+0.5% +$118 ﹤0.01% 469
2025
Q1 		$25K Sell
205
-49
-19% -$5.58K 0.01% 435
2024
Q4 		$27.4K Buy
254
+50
+25% +$5.66K 0.01% 408
2024
Q3 		$23.5K Buy
204
+1
+0.5% +$111 ﹤0.01% 429
2024
Q2 		$20.3K Buy
203
+1
+0.5% +$100 ﹤0.01% 440
2024
Q1 		$19.5K Buy
202
+1
+0.5% +$95 ﹤0.01% 447
2023
Q4 		$19.5K Buy
201
+1
+0.5% +$91 ﹤0.01% 436
2023
Q3 		$17.6K Buy
200
+1
+0.5% +$92 ﹤0.01% 443
2023
Q2 		$17.8K Buy
199
+2
+1% +$189 ﹤0.01% 452
2023
Q1 		$19.1K Hold
197
– – ﹤0.01% 431
2022
Q4 		$20.2K Sell
197
-42
-18% -$4.03K 0.01% 402
2022
Q3 		$22K Buy
239
+38
+19% +$4.08K 0.01% 365
2022
Q2 		$21K Sell
201
-16
-7% -$1.76K 0.01% 375
2022
Q1 		$24K Buy
217
+104
+92% +$10.8K 0.01% 430
2021
Q4 		$11K Sell
113
-103
-48% -$10.4K ﹤0.01% 548
2021
Q3 		$21K Hold
216
– – 0.01% 451
2021
Q2 		$21K Sell
216
-39
-15% -$3.92K 0.01% 453
2021
Q1 		$24K Sell
255
-1
-0.4% -$91 0.01% 372
2020
Q4 		$24K Buy
+256
New +$23.7K 0.01% 370

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
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
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

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

SOA Wealth Advisors increased its Duke Energy (DUK) stake by 0.48% in Q2 2026, buying an estimated $126 and bringing the position to 208 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

SOA Wealth Advisors first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.4K in Q4 2024. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SOA Wealth Advisors held 208 shares of Duke Energy worth $26.3K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #483 holding.
  • SOA Wealth Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Duke Energy position peaked at $27.4K in Q4 2024.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.