180 Wealth Advisors’s Duke Energy DUK Stock Holding History

180 Wealth 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	$203K	Buy	1,603 +7	+0.4%	+$883	0.02%	462
2026 Q1	$209K	Buy	+1,596	New	+$200K	0.02%	441
2025 Q4	–	Sell	-1,704	Closed	-$211K	–	476
2025 Q3	$211K	Sell	1,704 -104	-6%	-$12.6K	0.03%	424
2025 Q2	$213K	Sell	1,808 -42	-2%	-$4.96K	0.03%	391
2025 Q1	$226K	Buy	+1,850	New	+$211K	0.04%	358
2024 Q4	–	Sell	-1,816	Closed	-$209K	–	442
2024 Q3	$209K	Buy	+1,816	New	+$202K	0.03%	405
2022 Q3	–	Sell	-1,846	Closed	-$202K	–	366
2022 Q2	$202K	Sell	1,846 -25	-1%	-$2.75K	0.05%	336
2022 Q1	$214K	Sell	1,871 -495	-21%	-$51.4K	0.05%	338
2021 Q4	$244K	Sell	2,366 -300	-11%	-$30.4K	0.05%	307
2021 Q3	$268K	Hold	2,666	–	–	0.06%	298
2021 Q2	$285K	Hold	2,666	–	–	0.07%	286
2021 Q1	$274K	Sell	2,666 -74	-3%	-$6.75K	0.07%	277
2020 Q4	$248K	Buy	2,740 +70	+3%	+$6.47K	0.07%	259
2020 Q3	$246K	Hold	2,670	–	–	0.09%	214
2020 Q2	$220K	Hold	2,670	–	–	0.09%	225
2020 Q1	$212K	Hold	2,670	–	–	0.11%	196
2019 Q4	$247K	Sell	2,670 -4	-0.1%	-$367	0.1%	224
2019 Q3	$257K	Hold	2,674	–	–	0.11%	208
2019 Q2	$234K	Sell	2,674 -3,716	-58%	-$328K	0.11%	219
2019 Q1	$570K	Buy	+6,390	New	+$563K	0.26%	111

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

180 Wealth Advisors's DUK Position: Q2 2026 in Review

180 Wealth Advisors increased its Duke Energy (DUK) stake by 0.44% in Q2 2026, buying an estimated $883 and bringing the position to 1,603 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #462.

180 Wealth Advisors first reported a position in DUK in Q1 2019 and has held it in 20 quarters since. The position peaked at $570K in Q1 2019. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

180 Wealth Advisors held 1,603 shares of Duke Energy worth $203K as of Q2 2026.
180 Wealth Advisors bought 7 Duke Energy shares in Q2 2026, an estimated $883.
Duke Energy made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #462 holding.
180 Wealth Advisors first reported a position in Duke Energy in Q1 2019 and has held it in 20 quarters since.
180 Wealth Advisors's Duke Energy position peaked at $570K in Q1 2019.
817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.