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Stratos Wealth Advisors’s Duke Energy DUK Stock Holding History

Stratos 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
Q1 		$944K Buy
7,211
+112
+2% +$14K 0.06% 274
2025
Q4 		$832K Buy
7,099
+316
+5% +$38.6K 0.04% 335
2025
Q3 		$840K Sell
6,783
-38
-0.6% -$4.61K 0.04% 349
2025
Q2 		$805K Buy
6,821
+233
+4% +$27.5K 0.04% 347
2025
Q1 		$804K Sell
6,588
-2,149
-25% -$245K 0.04% 341
2024
Q4 		$941K Buy
8,737
+303
+4% +$34.3K 0.05% 343
2024
Q3 		$973K Buy
8,434
+683
+9% +$76K 0.04% 353
2024
Q2 		$777K Buy
7,751
+2,951
+61% +$295K 0.04% 380
2024
Q1 		$464K Sell
4,800
-25,388
-84% -$2.41M 0.03% 472
2023
Q4 		$2.93M Buy
30,188
+3,570
+13% +$325K 0.17% 170
2023
Q3 		$2.35M Buy
26,618
+19,579
+278% +$1.8M 0.16% 177
2023
Q2 		$632K Buy
7,039
+1,367
+24% +$129K 0.04% 391
2023
Q1 		$547K Sell
5,672
-45
-0.8% -$4.45K 0.04% 402
2022
Q4 		$589K Buy
5,717
+329
+6% +$31.6K 0.05% 371
2022
Q3 		$501K Sell
5,388
-426
-7% -$45.8K 0.05% 355
2022
Q2 		$623K Buy
5,814
+196
+3% +$21.6K 0.06% 329
2022
Q1 		$627K Buy
5,618
+176
+3% +$18.3K 0.05% 344
2021
Q4 		$571K Buy
5,442
+356
+7% +$36.1K 0.04% 373
2021
Q3 		$496K Sell
5,086
-543
-10% -$56.2K 0.04% 359
2021
Q2 		$556K Buy
5,629
+1,114
+25% +$112K 0.05% 337
2021
Q1 		$436K Sell
4,515
-401
-8% -$36.6K 0.05% 334
2020
Q4 		$450K Buy
4,916
+1,466
+42% +$136K 0.06% 255
2020
Q3 		$306K Buy
3,450
+165
+5% +$13.6K 0.07% 252
2020
Q2 		$263K Buy
3,285
+664
+25% +$56.1K 0.08% 230
2020
Q1 		$212K Sell
2,621
-258
-9% -$23.7K 0.15% 135
2019
Q4 		$263K Buy
2,879
+713
+33% +$65.4K 0.15% 140
2019
Q3 		$208K Buy
+2,166
New +$197K 0.08% 238

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Advisors's DUK Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Duke Energy (DUK) stake by 1.6% in Q1 2026, buying an estimated $14K and bringing the position to 7,211 shares worth $944K. The position accounts for 0.06% of the portfolio, ranked #274.

Stratos Wealth Advisors first reported a position in DUK in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.93M in Q4 2023. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Stratos Wealth Advisors held 7,211 shares of Duke Energy worth $944K as of Q1 2026.
  • Stratos Wealth Advisors bought 112 Duke Energy shares in Q1 2026, an estimated $14K.
  • Duke Energy made up 0.06% of Stratos Wealth Advisors's portfolio in Q1 2026, its #274 holding.
  • Stratos Wealth Advisors first reported a position in Duke Energy in Q3 2019 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's Duke Energy position peaked at $2.93M in Q4 2023.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.