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Stokes Capital Advisors’s Duke Energy DUK Stock Holding History

Stokes Capital 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 		$228K Buy
1,805
+261
+17% +$32.9K 0.05% 107
2026
Q1 		$202K Buy
+1,544
New +$193K 0.05% 103
2025
Q1 		– Sell
-3,179
Closed -$343K – 75
2024
Q4 		$343K Hold
3,179
– – 0.09% 67
2024
Q3 		$367K Buy
3,179
+425
+15% +$47.3K 0.09% 66
2024
Q2 		$276K Sell
2,754
-482
-15% -$48.2K 0.08% 70
2024
Q1 		$313K Buy
3,236
+105
+3% +$9.96K 0.09% 69
2023
Q4 		$304K Buy
3,131
+5
+0.2% +$455 0.1% 70
2023
Q3 		$276K Sell
3,126
-128
-4% -$11.7K 0.1% 75
2023
Q2 		$292K Buy
3,254
+5
+0.2% +$472 0.1% 73
2023
Q1 		$313K Buy
3,249
+138
+4% +$13.6K 0.11% 77
2022
Q4 		$320K Buy
+3,111
New +$299K 0.11% 78
2022
Q2 		– Sell
-2,315
Closed -$259K – 82
2022
Q1 		$259K Buy
2,315
+4
+0.2% +$415 0.08% 87
2021
Q4 		$242K Buy
+2,311
New +$234K 0.07% 82
2019
Q2 		– Sell
-6,502
Closed -$585K – 77
2019
Q1 		$585K Hold
6,502
– – 0.35% 66
2018
Q4 		$561K Hold
6,502
– – 0.39% 68
2018
Q3 		$520K Hold
6,502
– – 0.32% 71
2018
Q2 		$514K Hold
6,502
– – 0.34% 71
2018
Q1 		$504K Sell
6,502
-50
-0.8% -$3.87K 0.33% 74
2017
Q4 		$551K Buy
+6,552
New +$572K 0.37% 73

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

Stokes Capital Advisors's DUK Position: Q2 2026 in Review

Stokes Capital Advisors increased its Duke Energy (DUK) stake by 17% in Q2 2026, buying an estimated $32.9K and bringing the position to 1,805 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #107.

Stokes Capital Advisors first reported a position in DUK in Q4 2017 and has held it in 19 quarters since. The position peaked at $585K in Q1 2019. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stokes Capital Advisors held 1,805 shares of Duke Energy worth $228K as of Q2 2026.
  • Stokes Capital Advisors bought 261 Duke Energy shares in Q2 2026, an estimated $32.9K.
  • Duke Energy made up 0.05% of Stokes Capital Advisors's portfolio in Q2 2026, its #107 holding.
  • Stokes Capital Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 19 quarters since.
  • Stokes Capital Advisors's Duke Energy position peaked at $585K in Q1 2019.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.