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Spectrum Wealth Advisory Group’s Duke Energy DUK Stock Holding History

Spectrum Wealth Advisory 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 		$176K Buy
+1,392
New +$176K 0.05% 79
2025
Q4 		– Sell
-1,624
Closed -$201K – 60
2025
Q3 		$201K Buy
+1,624
New +$197K 0.08% 63

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

Spectrum Wealth Advisory Group's DUK Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Duke Energy (DUK) in Q2 2026: 1,392 shares worth $176K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in DUK as recently as Q3 2025.

Spectrum Wealth Advisory Group first reported a position in DUK in Q3 2025 and has held it in 2 quarters since. The position peaked at $201K in Q3 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Spectrum Wealth Advisory Group held 1,392 shares of Duke Energy worth $176K as of Q2 2026.
  • Duke Energy was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Duke Energy made up 0.05% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Spectrum Wealth Advisory Group first reported a position in Duke Energy in Q3 2025 and has held it in 2 quarters since.
  • Spectrum Wealth Advisory Group's Duke Energy position peaked at $201K in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.