Wealth Enhancement Advisory Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.2M | Buy |
665,748
+80,885
| +14% | +$10.2M | 0.12% | 153 |
|
|
2026
Q1 | $64.8M | Sell |
584,863
-150,217
| -20% | -$18.8M | 0.13% | 140 |
|
|
2025
Q4 | $86.7M | Buy |
735,080
+24,082
| +3% | +$2.94M | 0.12% | 158 |
|
|
2025
Q3 | $89.3M | Buy |
710,998
+31,401
| +5% | +$3.81M | 0.14% | 144 |
|
|
2025
Q2 | $79.7M | Buy |
679,597
+48,031
| +8% | +$5.67M | 0.13% | 154 |
|
|
2025
Q1 | $77M | Buy |
631,566
+57,690
| +10% | +$6.58M | 0.15% | 138 |
|
|
2024
Q4 | $61.8M | Sell |
573,876
-21,733
| -4% | -$2.46M | 0.12% | 166 |
|
|
2024
Q3 | $68.7M | Buy |
595,609
+129,241
| +28% | +$14.4M | 0.15% | 139 |
|
|
2024
Q2 | $46.7M | Buy |
466,368
+31,211
| +7% | +$3.12M | 0.11% | 184 |
|
|
2024
Q1 | $42.1M | Buy |
435,157
+13,406
| +3% | +$1.27M | 0.11% | 190 |
|
|
2023
Q4 | $40.9M | Buy |
421,751
+3,627
| +0.9% | +$330K | 0.12% | 174 |
|
|
2023
Q3 | $36.9M | Buy |
418,124
+396,006
| +1,790% | +$36.3M | 0.12% | 175 |
|
|
2023
Q2 | $1.98M | Buy |
22,118
+649
| +3% | +$61.3K | 0.02% | 199 |
|
|
2023
Q1 | $2.07M | Sell |
21,469
-27,235
| -56% | -$2.69M | 0.02% | 214 |
|
|
2022
Q4 | $4.95M | Buy |
48,704
+20,884
| +75% | +$2M | 0.06% | 120 |
|
|
2022
Q3 | $2.48M | Buy |
+27,820
| New | +$2.99M | 0.04% | 158 |
|
|
2022
Q2 | – | Sell |
-86,508
| Closed | -$9.67M | – | 341 |
|
|
2022
Q1 | $9.67M | Buy |
86,508
+3,934
| +5% | +$409K | 0.13% | 81 |
|
|
2021
Q4 | $8.6M | Buy |
82,574
+70,348
| +575% | +$7.13M | 0.12% | 76 |
|
|
2021
Q3 | $1.26M | Sell |
12,226
-27,528
| -69% | -$2.85M | 0.02% | 191 |
|
|
2021
Q2 | $4.13M | Buy |
+39,754
| New | +$3.99M | 0.07% | 111 |
|
|
2020
Q3 | – | Sell |
-51,857
| Closed | -$4.36M | – | 214 |
|
|
2020
Q2 | $4.36M | Buy |
+51,857
| New | +$4.38M | 0.13% | 62 |
|
|
2018
Q1 | – | Sell |
-24,359
| Closed | -$1.92M | – | 152 |
|
|
2017
Q4 | $1.92M | Sell |
24,359
-3,769
| -13% | -$329K | 0.14% | 80 |
|
|
2017
Q3 | $2.38M | Buy |
+28,128
| New | +$2.41M | 0.2% | 58 |
|
|
2017
Q2 | – | Sell |
-10,163
| Closed | -$833K | – | 154 |
|
|
2017
Q1 | $833K | Buy |
+10,163
| New | +$808K | 0.09% | 100 |
|
|
2016
Q3 | – | Sell |
-23,210
| Closed | -$1.99M | – | 148 |
|
|
2016
Q2 | $1.99M | Buy |
23,210
+2,617
| +13% | +$209K | 0.36% | 41 |
|
|
2016
Q1 | $1.66M | Buy |
20,593
+150
| +0.7% | +$11.4K | 0.34% | 42 |
|
|
2015
Q4 | $1.46M | Buy |
20,443
+3,027
| +17% | +$213K | 0.37% | 45 |
|
|
2015
Q3 | $1.27M | Buy |
17,416
+2,203
| +14% | +$160K | 0.39% | 48 |
|
|
2015
Q2 | $1.07M | Buy |
15,213
+1,946
| +15% | +$147K | 0.33% | 47 |
|
|
2015
Q1 | $1.02M | Buy |
13,267
+1,514
| +13% | +$123K | 0.39% | 44 |
|
|
2014
Q4 | $982K | Buy |
+11,753
| New | +$948K | 0.39% | 44 |
|
Other funds holding DUK
Wealth Enhancement Advisory Services's DUK Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its Duke Energy (DUK) stake by 14% in Q2 2026, buying an estimated $10.2M and bringing the position to 665,748 shares worth $71.2M. The position accounts for 0.12% of the portfolio, ranked #153.
Wealth Enhancement Advisory Services first reported a position in DUK in Q4 2014 and has held it in 31 quarters since. The position peaked at $89.3M in Q3 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Wealth Enhancement Advisory Services held 665,748 shares of Duke Energy worth $71.2M as of Q2 2026.
- Wealth Enhancement Advisory Services bought 80,885 Duke Energy shares in Q2 2026, an estimated $10.2M.
- Duke Energy made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #153 holding.
- Wealth Enhancement Advisory Services first reported a position in Duke Energy in Q4 2014 and has held it in 31 quarters since.
- Wealth Enhancement Advisory Services's Duke Energy position peaked at $89.3M in Q3 2025.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.