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Sound View Wealth Advisors Group’s Duke Energy DUK Stock Holding History

Sound View Wealth Advisors Group’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 		$2.54M Sell
20,061
-1,719
-8% -$217K 0.16% 119
2026
Q1 		$2.85M Sell
21,780
-48
-0.2% -$6K 0.19% 106
2025
Q4 		$2.56M Sell
21,828
-83
-0.4% -$10.1K 0.17% 114
2025
Q3 		$2.71M Sell
21,911
-47
-0.2% -$5.7K 0.19% 112
2025
Q2 		$2.59M Sell
21,958
-458
-2% -$54K 0.19% 110
2025
Q1 		$2.73M Sell
22,416
-85
-0.4% -$9.69K 0.22% 97
2024
Q4 		$2.42M Buy
22,501
+311
+1% +$35.2K 0.2% 107
2024
Q3 		$2.56M Buy
22,190
+2,007
+10% +$223K 0.21% 113
2024
Q2 		$2.02M Sell
20,183
-592
-3% -$59.2K 0.21% 110
2024
Q1 		$2.01M Sell
20,775
-1,012
-5% -$96K 0.21% 111
2023
Q4 		$2.11M Sell
21,787
-913
-4% -$83K 0.23% 104
2023
Q3 		$2M Buy
22,700
+2,619
+13% +$240K 0.25% 94
2023
Q2 		$1.8M Sell
20,081
-750
-4% -$70.8K 0.24% 95
2023
Q1 		$2.01M Sell
20,831
-956
-4% -$94.4K 0.28% 86
2022
Q4 		$2.11M Buy
21,787
+6,807
+45% +$653K 0.23% 104
2022
Q3 		$1.39M Sell
14,980
-604
-4% -$64.9K 0.31% 80
2022
Q2 		$1.67M Sell
15,584
-641
-4% -$70.5K 0.35% 74
2022
Q1 		$1.81M Buy
16,225
+17
+0.1% +$1.77K 0.34% 72
2021
Q4 		$1.7M Buy
16,208
+1,471
+10% +$149K 0.32% 78
2021
Q3 		$1.44M Sell
14,737
-1,484
-9% -$154K 0.3% 87
2021
Q2 		$1.6M Buy
16,221
+253
+2% +$25.4K 0.34% 81
2021
Q1 		$1.54M Sell
15,968
-814
-5% -$74.3K 0.36% 80
2020
Q4 		$1.54M Buy
16,782
+700
+4% +$64.8K 0.38% 74
2020
Q3 		$1.42M Buy
16,082
+109
+0.7% +$8.98K 0.38% 74
2020
Q2 		$1.28M Sell
15,973
-356
-2% -$30.1K 0.36% 80
2020
Q1 		$1.32M Buy
16,329
+114
+0.7% +$10.5K 0.46% 67
2019
Q4 		$1.48M Sell
16,215
-708
-4% -$64.9K 0.42% 71
2019
Q3 		$1.62M Sell
16,923
-415
-2% -$37.8K 0.48% 66
2019
Q2 		$1.53M Buy
+17,338
New +$1.53M 0.45% 66

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

Sound View Wealth Advisors Group's DUK Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Duke Energy (DUK) stake by 7.9% in Q2 2026, selling an estimated $217K and leaving 20,061 shares worth $2.54M. The position accounts for 0.16% of the portfolio, ranked #119.

Sound View Wealth Advisors Group first reported a position in DUK in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.85M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sound View Wealth Advisors Group held 20,061 shares of Duke Energy worth $2.54M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,719 Duke Energy shares in Q2 2026, an estimated $217K.
  • Duke Energy made up 0.16% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #119 holding.
  • Sound View Wealth Advisors Group first reported a position in Duke Energy in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Duke Energy position peaked at $2.85M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.