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Wiser Advisor Group’s Duke Energy DUK Stock Holding History

Wiser Advisor Group’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 		$20.3K Hold
160
– – 0.02% 137
2026
Q1 		$20.9K Buy
160
+1
+0.6% +$125 0.03% 129
2025
Q4 		$18.7K Sell
159
-116
-42% -$14.2K 0.02% 140
2025
Q3 		$34K Buy
+275
New +$33.4K 0.04% 109
2025
Q2 		– Sell
-753
Closed -$91.8K – 102
2025
Q1 		$91.8K Sell
753
-1,043
-58% -$119K 0.14% 75
2024
Q4 		$194K Sell
1,796
-114
-6% -$12.9K 0.28% 47
2024
Q3 		$220K Sell
1,910
-1,159
-38% -$129K 0.33% 45
2024
Q2 		$308K Buy
3,069
+215
+8% +$21.5K 0.48% 41
2024
Q1 		$278K Buy
2,854
+18
+0.6% +$1.71K 0.43% 42
2023
Q4 		$275K Buy
+2,836
New +$258K 0.46% 39

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

Wiser Advisor Group's DUK Position: Q2 2026 in Review

Wiser Advisor Group held its Duke Energy (DUK) position steady in Q2 2026 at 160 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #137.

Wiser Advisor Group first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $308K in Q2 2024. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wiser Advisor Group held 160 shares of Duke Energy worth $20.3K as of Q2 2026.
  • Wiser Advisor Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #137 holding.
  • Wiser Advisor Group first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Duke Energy position peaked at $308K in Q2 2024.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.