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Advus Financial Partners, LLC’s Duke Energy DUK Stock Holding History

Advus Financial Partners, LLC’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 		$246K Buy
1,942
+63
+3% +$7.95K 0.06% 231
2026
Q1 		$246K Sell
1,879
-250
-12% -$31.3K 0.06% 217
2025
Q4 		$249K Sell
2,129
-207
-9% -$25.3K 0.06% 208
2025
Q3 		$289K Sell
2,336
-43
-2% -$5.22K 0.07% 204
2025
Q2 		$281K Sell
2,379
-286
-11% -$33.7K 0.07% 200
2025
Q1 		$325K Buy
2,665
+228
+9% +$26K 0.09% 164
2024
Q4 		$263K Buy
2,437
+11
+0.5% +$1.25K 0.07% 188
2024
Q3 		$280K Sell
2,426
-77
-3% -$8.57K 0.08% 173
2024
Q2 		$251K Sell
2,503
-45
-2% -$4.5K 0.08% 172
2024
Q1 		$246K Buy
2,548
+93
+4% +$8.82K 0.08% 171
2023
Q4 		$238K Buy
+2,455
New +$223K 0.08% 158
2022
Q3 		– Sell
-2,036
Closed -$218K – 133
2022
Q2 		$218K Buy
+2,036
New +$224K 0.12% 118

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

Advus Financial Partners, LLC's DUK Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Duke Energy (DUK) stake by 3.4% in Q2 2026, buying an estimated $7.95K and bringing the position to 1,942 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #231.

Advus Financial Partners, LLC first reported a position in DUK in Q2 2022 and has held it in 12 quarters since. The position peaked at $325K in Q1 2025. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Advus Financial Partners, LLC held 1,942 shares of Duke Energy worth $246K as of Q2 2026.
  • Advus Financial Partners, LLC bought 63 Duke Energy shares in Q2 2026, an estimated $7.95K.
  • Duke Energy made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #231 holding.
  • Advus Financial Partners, LLC first reported a position in Duke Energy in Q2 2022 and has held it in 12 quarters since.
  • Advus Financial Partners, LLC's Duke Energy position peaked at $325K in Q1 2025.
  • 2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.