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Strategies Wealth Advisors’s Duke Energy DUK Stock Holding History

Strategies 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 		$200K Buy
1,584
+1
+0.1% +$126 0.02% 196
2026
Q1 		$207K Buy
+1,583
New +$198K 0.02% 183
2025
Q4 		– Sell
-4,723
Closed -$584K – 190
2025
Q3 		$584K Buy
4,723
+414
+10% +$50.2K 0.06% 94
2025
Q2 		$509K Sell
4,309
-194
-4% -$22.9K 0.06% 101
2025
Q1 		$549K Buy
4,503
+1,397
+45% +$159K 0.07% 84
2024
Q4 		$361K Buy
+3,106
New +$352K 0.04% 96

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

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

Strategies Wealth Advisors increased its Duke Energy (DUK) stake by 0.06% in Q2 2026, buying an estimated $126 and bringing the position to 1,584 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #196.

Strategies Wealth Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $584K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Strategies Wealth Advisors held 1,584 shares of Duke Energy worth $200K as of Q2 2026.
  • Strategies Wealth Advisors bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Strategies Wealth Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Duke Energy position peaked at $584K in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.