BWM
DUK icon

Baron Wealth Management’s Duke Energy DUK Stock Holding History

Baron Wealth Management’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 		$444K Sell
3,507
-43
-1% -$5.42K 0.12% 126
2026
Q1 		$465K Buy
3,550
+301
+9% +$37.6K 0.14% 117
2025
Q4 		$381K Sell
3,249
-367
-10% -$44.8K 0.12% 135
2025
Q3 		$447K Buy
3,616
+420
+13% +$51K 0.15% 102
2025
Q2 		$377K Buy
3,196
+92
+3% +$10.9K 0.13% 118
2025
Q1 		$379K Buy
3,104
+242
+8% +$27.6K 0.17% 98
2024
Q4 		$308K Buy
2,862
+132
+5% +$15K 0.15% 117
2024
Q3 		$315K Buy
2,730
+92
+3% +$10.2K 0.15% 116
2024
Q2 		$264K Hold
2,638
– – 0.14% 130
2024
Q1 		$255K Buy
2,638
+240
+10% +$22.8K 0.14% 138
2023
Q4 		$233K Buy
+2,398
New +$218K 0.13% 146

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baron Wealth Management's DUK Position: Q2 2026 in Review

Baron Wealth Management reduced its Duke Energy (DUK) stake by 1.2% in Q2 2026, selling an estimated $5.42K and leaving 3,507 shares worth $444K. The position accounts for 0.12% of the portfolio, ranked #126.

Baron Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $465K in Q1 2026. 789 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Baron Wealth Management held 3,507 shares of Duke Energy worth $444K as of Q2 2026.
  • Baron Wealth Management sold 43 Duke Energy shares in Q2 2026, an estimated $5.42K.
  • Duke Energy made up 0.12% of Baron Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Baron Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Baron Wealth Management's Duke Energy position peaked at $465K in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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