Valued Wealth Advisors’s Duke Energy DUK Stock Holding History

Valued 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	$7.4K	Buy	58 +1	+2%	+$126	﹤0.01%	364
2026 Q1	$7.52K	Buy	57 +45	+375%	+$5.63K	﹤0.01%	334
2025 Q4	$1.45K	Buy	12 +2	+20%	+$244	﹤0.01%	427
2025 Q3	$1.27K	Buy	10 +1	+11%	+$121	﹤0.01%	429
2025 Q2	$1.08K	Hold	9	–	–	﹤0.01%	438
2025 Q1	$1.11K	Hold	9	–	–	﹤0.01%	469
2024 Q4	$970	Hold	9	–	–	﹤0.01%	481
2024 Q3	$1.04K	Hold	9	–	–	﹤0.01%	448
2024 Q2	$903	Hold	9	–	–	﹤0.01%	450
2024 Q1	$871	Buy	9 +1	+13%	+$95	﹤0.01%	450
2023 Q4	$707	Buy	+8	New	+$728	﹤0.01%	403

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

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

Valued Wealth Advisors increased its Duke Energy (DUK) stake by 1.8% in Q2 2026, buying an estimated $126 and bringing the position to 58 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Valued Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.52K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Valued Wealth Advisors held 58 shares of Duke Energy worth $7.4K as of Q2 2026.
Valued Wealth Advisors bought 1 Duke Energy share in Q2 2026, an estimated $126.
Duke Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #364 holding.
Valued Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Duke Energy position peaked at $7.52K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.