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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
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 $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

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

WCG Wealth Advisors increased its Duke Energy (DUK) stake by 4.7% in Q1 2026, buying an estimated $133K and bringing the position to 23,767 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #214.

WCG Wealth Advisors first reported a position in DUK in Q2 2022 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • WCG Wealth Advisors held 23,767 shares of Duke Energy worth $3.11M as of Q1 2026.
  • WCG Wealth Advisors bought 1,062 Duke Energy shares in Q1 2026, an estimated $133K.
  • Duke Energy made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #214 holding.
  • WCG Wealth Advisors first reported a position in Duke Energy in Q2 2022 and has held it in 8 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.