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World Investment Advisors’s Duke Energy DUK Stock Holding History

World Investment 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 		$4.11M Sell
31,502
-10,516
-25% -$1.33M 0.07% 299
2026
Q1 		$5.5M Sell
42,018
-662
-2% -$82.8K 0.09% 241
2025
Q4 		$5M Buy
42,680
+16,450
+63% +$2.01M 0.08% 262
2025
Q3 		$3.25M Buy
26,230
+2,777
+12% +$337K 0.07% 301
2025
Q2 		$2.77M Buy
23,453
+1,997
+9% +$236K 0.06% 320
2025
Q1 		$2.62M Buy
21,456
+1,743
+9% +$199K 0.07% 304
2024
Q4 		$2.12M Buy
19,713
+10,816
+122% +$1.23M 0.06% 319
2024
Q3 		$1.03M Sell
8,897
-2,967
-25% -$330K 0.03% 418
2024
Q2 		$1.19M Buy
+11,864
New +$1.19M 0.07% 248
2024
Q1 		– Sell
-2,062
Closed -$200K – 412
2023
Q4 		$200K Buy
+2,062
New +$188K 0.03% 367

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

World Investment Advisors's DUK Position: Q2 2026 in Review

World Investment Advisors reduced its Duke Energy (DUK) stake by 25% in Q2 2026, selling an estimated $1.33M and leaving 31,502 shares worth $4.11M. The position accounts for 0.07% of the portfolio, ranked #299.

World Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.5M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • World Investment Advisors held 31,502 shares of Duke Energy worth $4.11M as of Q2 2026.
  • World Investment Advisors sold 10,516 Duke Energy shares in Q2 2026, an estimated $1.33M.
  • Duke Energy made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #299 holding.
  • World Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • World Investment Advisors's Duke Energy position peaked at $5.5M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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