Ars Wealth Advisors Group, LLC / DUK
Ars Wealth Advisors Group, LLC’s Duke Energy Corp New Position
Does Ars Wealth Advisors Group, LLC own Duke Energy Corp New (DUK)? Yes — 148.1K shares worth $19M (+1.64% of its 13F portfolio) as of Q1 2026, up from 146.2K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
148.1K
% of Portfolio
+1.64%
Quarters Held
19
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 148.1K | $19M | +1.64% |
| Q4 2025 | 146.2K | $17M | +1.54% |
| Q3 2025 | 143.2K | $18M | +1.75% |
| Q2 2025 | 140.8K | $17M | +1.91% |
| Q1 2025 | 138.8K | $17M | +2.39% |
| Q4 2024 | 138.9K | $15M | +2.06% |
| Q3 2024 | 138.5K | $16M | +1.96% |
| Q2 2024 | 135.5K | $14M | +1.76% |
| Q1 2024 | 131.3K | $13M | +1.71% |
| Q4 2023 | 115.6K | $11M | +1.66% |
| Q3 2023 | 103.3K | $9M | +1.49% |
| Q2 2023 | 99.7K | $9M | +1.42% |
| Q1 2023 | 98.4K | $9M | +1.75% |
| Q4 2022 | 87.9K | $9M | +1.49% |
| Q3 2022 | 86.2K | $8M | +1.23% |
| Q2 2022 | 83.3K | $9M | +1.23% |
| Q1 2022 | 83.3K | $9M | +1.62% |
| Q4 2021 | 82.3K | $9M | +1.45% |
| Q3 2021 | 80.9K | $8M | +1.43% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ars Wealth Advisors Group, LLC’s full portfolio or all institutional holders of DUK.