Barnes Wealth Management Group’s Duke Energy DUK Stock Holding History

Barnes Wealth Management 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	$333K	Sell	2,632 -13	-0.5%	-$1.64K	0.15%	134
2026 Q1	$346K	Buy	2,645 +35	+1%	+$4.38K	0.18%	126
2025 Q4	$306K	Buy	2,610 +18	+0.7%	+$2.2K	0.16%	123
2025 Q3	$321K	Buy	2,592 +35	+1%	+$4.25K	0.18%	119
2025 Q2	$302K	Buy	+2,557	New	+$302K	0.18%	114

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Barnes Wealth Management Group's DUK Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Duke Energy (DUK) stake by 0.49% in Q2 2026, selling an estimated $1.64K and leaving 2,632 shares worth $333K. The position accounts for 0.15% of the portfolio, ranked #134.

Barnes Wealth Management Group first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Barnes Wealth Management Group held 2,632 shares of Duke Energy worth $333K as of Q2 2026.
Barnes Wealth Management Group sold 13 Duke Energy shares in Q2 2026, an estimated $1.64K.
Duke Energy made up 0.15% of Barnes Wealth Management Group's portfolio in Q2 2026, its #134 holding.
Barnes Wealth Management Group first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
Barnes Wealth Management Group's Duke Energy position peaked at $346K in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.