WMA
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West Michigan Advisors’s Duke Energy DUK Stock Holding History

West Michigan 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 		$762K Sell
6,018
-916
-13% -$116K 0.14% 144
2026
Q1 		$908K Sell
6,934
-552
-7% -$69K 0.2% 118
2025
Q4 		$877K Sell
7,486
-156
-2% -$19K 0.2% 116
2025
Q3 		$946K Buy
7,642
+196
+3% +$23.8K 0.23% 102
2025
Q2 		$879K Buy
7,446
+903
+14% +$107K 0.25% 79
2025
Q1 		$798K Buy
6,543
+3,389
+107% +$386K 0.26% 69
2024
Q4 		$340K Buy
3,154
+499
+19% +$56.5K 0.1% 133
2024
Q3 		$306K Sell
2,655
-5
-0.2% -$557 0.09% 142
2024
Q2 		$267K Sell
2,660
-671
-20% -$67.1K 0.08% 151
2024
Q1 		$322K Buy
3,331
+228
+7% +$21.6K 0.1% 126
2023
Q4 		$301K Buy
3,103
+210
+7% +$19.1K 0.11% 112
2023
Q3 		$255K Sell
2,893
-380
-12% -$34.8K 0.14% 118
2023
Q2 		$294K Buy
3,273
+200
+7% +$18.9K 0.12% 149
2023
Q1 		$296K Buy
3,073
+805
+35% +$79.5K 0.17% 100
2022
Q4 		$234K Buy
2,268
+20
+0.9% +$1.92K 0.17% 98
2022
Q3 		$210K Hold
2,248
– – 0.18% 96
2022
Q2 		$241K Buy
2,248
+285
+15% +$31.3K 0.21% 92
2022
Q1 		$219K Sell
1,963
-215
-10% -$22.3K 0.15% 117
2021
Q4 		$228K Buy
+2,178
New +$221K 0.17% 110

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

West Michigan Advisors's DUK Position: Q2 2026 in Review

West Michigan Advisors reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $116K and leaving 6,018 shares worth $762K. The position accounts for 0.14% of the portfolio, ranked #144.

West Michigan Advisors first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $946K in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • West Michigan Advisors held 6,018 shares of Duke Energy worth $762K as of Q2 2026.
  • West Michigan Advisors sold 916 Duke Energy shares in Q2 2026, an estimated $116K.
  • Duke Energy made up 0.14% of West Michigan Advisors's portfolio in Q2 2026, its #144 holding.
  • West Michigan Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Duke Energy position peaked at $946K in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.