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Strata Wealth Advisors’s Duke Energy DUK Stock Holding History

Strata 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 		$319K Buy
2,518
+134
+6% +$16.9K 0.08% 74
2026
Q1 		$312K Sell
2,384
-231
-9% -$28.9K 0.09% 70
2025
Q4 		$307K Sell
2,615
-31
-1% -$3.79K 0.09% 70
2025
Q3 		$327K Buy
2,646
+904
+52% +$110K 0.09% 75
2025
Q2 		$206K Buy
1,742
+6
+0.3% +$708 0.06% 78
2025
Q1 		$212K Buy
+1,736
New +$198K 0.07% 67

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

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

Strata Wealth Advisors increased its Duke Energy (DUK) stake by 5.6% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,518 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #74.

Strata Wealth Advisors first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $327K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Strata Wealth Advisors held 2,518 shares of Duke Energy worth $319K as of Q2 2026.
  • Strata Wealth Advisors bought 134 Duke Energy shares in Q2 2026, an estimated $16.9K.
  • Duke Energy made up 0.08% of Strata Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Strata Wealth Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Strata Wealth Advisors's Duke Energy position peaked at $327K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.