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WCG Wealth Advisors’s Duke Energy DUK Stock Holding History

WCG 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 		$3.04M Buy
24,035
+268
+1% +$33.8K 0.07% 242
2026
Q1 		$3.11M Buy
23,767
+1,062
+5% +$133K 0.09% 214
2025
Q4 		$2.66M Buy
22,705
+9,428
+71% +$1.15M 0.07% 225
2025
Q3 		$1.64M Buy
13,277
+43
+0.3% +$5.22K 0.1% 171
2025
Q2 		$1.56M Buy
+13,234
New +$1.56M 0.1% 180
2025
Q1 		– Sell
-10,113
Closed -$1.09M – 300
2024
Q4 		$1.09M Sell
10,113
-340
-3% -$38.5K 0.07% 205
2024
Q3 		$1.21M Buy
+10,453
New +$1.16M 0.08% 207
2022
Q4 		– Sell
-1,968
Closed -$208K – 184
2022
Q3 		$208K Buy
1,968
+33
+2% +$3.54K 0.03% 273
2022
Q2 		$207K Buy
+1,935
New +$213K 0.03% 259

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 24,035 shares worth $3.04M. The position accounts for 0.07% of the portfolio, ranked #242.

WCG Wealth Advisors first reported a position in DUK in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.11M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • WCG Wealth Advisors held 24,035 shares of Duke Energy worth $3.04M as of Q2 2026.
  • WCG Wealth Advisors bought 268 Duke Energy shares in Q2 2026, an estimated $33.8K.
  • Duke Energy made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • WCG Wealth Advisors first reported a position in Duke Energy in Q2 2022 and has held it in 9 quarters since.
  • WCG Wealth Advisors's Duke Energy position peaked at $3.11M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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