Strategic Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Sell |
9,475
-58,266
| -86% | -$7.35M | 0.26% | 64 |
|
|
2026
Q1 | $8.87M | Sell |
67,741
-73
| -0.1% | -$9.13K | 1.47% | 14 |
|
|
2025
Q4 | $7.95M | Sell |
67,814
-377
| -0.6% | -$46K | 1.25% | 17 |
|
|
2025
Q3 | $8.44M | Sell |
68,191
-21
| -0% | -$2.55K | 1.36% | 16 |
|
|
2025
Q2 | $8.05M | Buy |
68,212
+221
| +0.3% | +$26.1K | 1.58% | 16 |
|
|
2025
Q1 | $8.29M | Sell |
67,991
-29
| -0% | -$3.31K | 1.6% | 16 |
|
|
2024
Q4 | $7.33M | Buy |
68,020
+1,680
| +3% | +$190K | 1.32% | 21 |
|
|
2024
Q3 | $7.65M | Buy |
66,340
+6
| +0% | +$668 | 1.43% | 16 |
|
|
2024
Q2 | $6.65M | Buy |
66,334
+6
| +0% | +$600 | 1.29% | 18 |
|
|
2024
Q1 | $6.41M | Buy |
66,328
+7
| +0% | +$664 | 1.27% | 19 |
|
|
2023
Q4 | $6.44M | Sell |
66,321
-993
| -1% | -$90.3K | 1.22% | 20 |
|
|
2023
Q3 | $5.94M | Sell |
67,314
-86
| -0.1% | -$7.88K | 1.17% | 22 |
|
|
2023
Q2 | $6.05M | Sell |
67,400
-893
| -1% | -$84.3K | 1.15% | 20 |
|
|
2023
Q1 | $6.59M | Buy |
68,293
+6
| +0% | +$593 | 1.33% | 18 |
|
|
2022
Q4 | $7.03M | Sell |
68,287
-56
| -0.1% | -$5.38K | 1.57% | 16 |
|
|
2022
Q3 | $6.36M | Buy |
68,343
+603
| +0.9% | +$64.8K | 1.41% | 19 |
|
|
2022
Q2 | $7.26M | Sell |
67,740
-410
| -0.6% | -$45.1K | 1.52% | 18 |
|
|
2022
Q1 | $7.61M | Buy |
68,150
+6
| +0% | +$623 | 1.32% | 18 |
|
|
2021
Q4 | $7.15M | Buy |
68,144
+42,923
| +170% | +$4.35M | 1.02% | 24 |
|
|
2021
Q3 | $2.46M | Buy |
25,221
+17,092
| +210% | +$1.77M | 0.53% | 40 |
|
|
2021
Q2 | $802K | Buy |
8,129
+748
| +10% | +$75.1K | 0.21% | 98 |
|
|
2021
Q1 | $712K | Buy |
7,381
+240
| +3% | +$21.9K | 0.21% | 91 |
|
|
2020
Q4 | $641K | Sell |
7,141
-762
| -10% | -$70.5K | 0.19% | 93 |
|
|
2020
Q3 | $725K | Buy |
7,903
+224
| +3% | +$18.5K | 0.24% | 83 |
|
|
2020
Q2 | $646K | Buy |
7,679
+2,581
| +51% | +$218K | 0.24% | 82 |
|
|
2020
Q1 | $436K | Sell |
5,098
-20,630
| -80% | -$1.89M | 0.19% | 93 |
|
|
2019
Q4 | $2.35M | Buy |
25,728
+739
| +3% | +$67.7K | 0.82% | 30 |
|
|
2019
Q3 | $2.4M | Buy |
24,989
+2,572
| +11% | +$234K | 0.9% | 27 |
|
|
2019
Q2 | $1.98M | Buy |
22,417
+869
| +4% | +$76.8K | 0.75% | 36 |
|
|
2019
Q1 | $1.94M | Sell |
21,548
-24,976
| -54% | -$2.2M | 0.75% | 34 |
|
|
2018
Q4 | $4.01M | Sell |
46,524
-1,749
| -4% | -$149K | 1.75% | 16 |
|
|
2018
Q3 | $3.86M | Buy |
48,273
+119
| +0.2% | +$9.62K | 1.41% | 17 |
|
|
2018
Q2 | $3.81M | Buy |
48,154
+11,219
| +30% | +$863K | 1.53% | 17 |
|
|
2018
Q1 | $2.86M | Buy |
36,935
+532
| +1% | +$41.1K | 1.18% | 26 |
|
|
2017
Q4 | $3.06M | Buy |
36,403
+1,433
| +4% | +$125K | 1.25% | 22 |
|
|
2017
Q3 | $2.94M | Sell |
34,970
-686
| -2% | -$58.7K | 1.27% | 24 |
|
|
2017
Q2 | $2.98M | Buy |
35,656
+300
| +0.8% | +$25.2K | 1.36% | 22 |
|
|
2017
Q1 | $2.9M | Buy |
35,356
+705
| +2% | +$56K | 1.37% | 22 |
|
|
2016
Q4 | $2.69M | Buy |
34,651
+2,746
| +9% | +$210K | 1.41% | 20 |
|
|
2016
Q3 | $2.55M | Buy |
31,905
+1,140
| +4% | +$94.4K | 1.43% | 18 |
|
|
2016
Q2 | $2.64M | Sell |
30,765
-1,525
| -5% | -$122K | 1.52% | 18 |
|
|
2016
Q1 | $2.6M | Buy |
32,290
+850
| +3% | +$64.3K | 1.48% | 18 |
|
|
2015
Q4 | $2.24M | Buy |
31,440
+2,049
| +7% | +$144K | 1.47% | 20 |
|
|
2015
Q3 | $2.11M | Sell |
29,391
-135
| -0.5% | -$9.78K | 1.47% | 20 |
|
|
2015
Q2 | $2.08M | Buy |
29,526
+2,483
| +9% | +$188K | 1.33% | 23 |
|
|
2015
Q1 | $2.01M | Sell |
27,043
-4,681
| -15% | -$380K | 1.29% | 22 |
|
|
2014
Q4 | $2.65M | Buy |
31,724
+701
| +2% | +$56.5K | 1.73% | 15 |
|
|
2014
Q3 | $2.32M | Buy |
31,023
+3,980
| +15% | +$290K | 1.52% | 17 |
|
|
2014
Q2 | $2.01M | Sell |
27,043
-1,059
| -4% | -$76.2K | 1.28% | 22 |
|
|
2014
Q1 | $2M | Buy |
28,102
+7
| +0% | +$488 | 1.34% | 21 |
|
|
2013
Q4 | $1.94M | Buy |
28,095
+3,021
| +12% | +$211K | 1.32% | 22 |
|
|
2013
Q3 | $1.67M | Buy |
25,074
+2,875
| +13% | +$196K | 1.37% | 22 |
|
|
2013
Q2 | $1.48M | Buy |
+22,199
| New | +$1.57M | 1.33% | 23 |
|
Other funds holding DUK
Strategic Advisors's DUK Position: Q2 2026 in Review
Strategic Advisors reduced its Duke Energy (DUK) stake by 86% in Q2 2026, selling an estimated $7.35M and leaving 9,475 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #64.
Strategic Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.87M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Strategic Advisors held 9,475 shares of Duke Energy worth $1.2M as of Q2 2026.
- Strategic Advisors sold 58,266 Duke Energy shares in Q2 2026, an estimated $7.35M.
- Duke Energy made up 0.26% of Strategic Advisors's portfolio in Q2 2026, its #64 holding.
- Strategic Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Strategic Advisors's Duke Energy position peaked at $8.87M in Q1 2026.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.