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Spartan Wealth Advisory Services LLC’s Duke Energy DUK Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$266K Hold
2,103
– – 0.02% 278
2026
Q1 		$275K Buy
+2,103
New +$263K 0.02% 263

Other funds holding DUK

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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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's DUK Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Duke Energy (DUK) position steady in Q2 2026 at 2,103 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #278.

Spartan Wealth Advisory Services LLC first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,103 shares of Duke Energy worth $266K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #278 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Duke Energy position peaked at $275K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.