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Visionary Wealth Advisors’s Duke Energy DUK Stock Holding History

Visionary 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 		$9.77M Buy
77,162
+2,120
+3% +$267K 0.39% 74
2026
Q1 		$9.83M Buy
75,042
+3,649
+5% +$456K 0.43% 60
2025
Q4 		$8.37M Buy
71,393
+1,505
+2% +$184K 0.38% 79
2025
Q3 		$8.65M Buy
69,888
+8,039
+13% +$976K 0.4% 69
2025
Q2 		$7.3M Buy
61,849
+55,534
+879% +$6.55M 0.37% 77
2025
Q1 		$770K Buy
6,315
+68
+1% +$7.75K 0.05% 285
2024
Q4 		$673K Sell
6,247
-69
-1% -$7.82K 0.04% 308
2024
Q3 		$728K Buy
6,316
+102
+2% +$11.4K 0.04% 295
2024
Q2 		$623K Buy
6,214
+209
+3% +$20.9K 0.04% 297
2024
Q1 		$581K Sell
6,005
-30
-0.5% -$2.85K 0.04% 303
2023
Q4 		$586K Hold
6,035
– – 0.04% 291
2023
Q3 		$533K Sell
6,035
-41
-0.7% -$3.76K 0.04% 286
2023
Q2 		$545K Buy
6,076
+84
+1% +$7.93K 0.04% 281
2023
Q1 		$578K Buy
5,992
+1,044
+21% +$103K 0.05% 260
2022
Q4 		$510K Buy
4,948
+67
+1% +$6.43K 0.05% 236
2022
Q3 		$454K Buy
4,881
+16
+0.3% +$1.72K 0.05% 238
2022
Q2 		$522K Sell
4,865
-12
-0.2% -$1.32K 0.05% 234
2022
Q1 		$545K Buy
4,877
+12
+0.2% +$1.25K 0.04% 240
2021
Q4 		$510K Hold
4,865
– – 0.04% 230
2021
Q3 		$475K Sell
4,865
-35
-0.7% -$3.62K 0.05% 193
2021
Q2 		$484K Sell
4,900
-333
-6% -$33.5K 0.05% 204
2021
Q1 		$505K Sell
5,233
-160
-3% -$14.6K 0.05% 197
2020
Q4 		$494K Buy
5,393
+68
+1% +$6.29K 0.06% 185
2020
Q3 		$472K Buy
5,325
+547
+11% +$45.1K 0.07% 161
2020
Q2 		$382K Sell
4,778
-9
-0.2% -$760 0.06% 160
2020
Q1 		$387K Buy
4,787
+627
+15% +$57.6K 0.07% 139
2019
Q4 		$380K Buy
+4,160
New +$381K 0.07% 144

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

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

Visionary Wealth Advisors increased its Duke Energy (DUK) stake by 2.8% in Q2 2026, buying an estimated $267K and bringing the position to 77,162 shares worth $9.77M. The position accounts for 0.39% of the portfolio, ranked #74.

Visionary Wealth Advisors first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.83M in Q1 2026. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Visionary Wealth Advisors held 77,162 shares of Duke Energy worth $9.77M as of Q2 2026.
  • Visionary Wealth Advisors bought 2,120 Duke Energy shares in Q2 2026, an estimated $267K.
  • Duke Energy made up 0.39% of Visionary Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Visionary Wealth Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Duke Energy position peaked at $9.83M in Q1 2026.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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