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Bill Few Associates’s Duke Energy DUK Stock Holding History

Bill Few Associates’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 		$716K Buy
5,657
+510
+10% +$64.3K 0.15% 108
2026
Q1 		$674K Buy
5,147
+24
+0.5% +$3K 0.16% 103
2025
Q4 		$600K Buy
5,123
+10
+0.2% +$1.22K 0.15% 105
2025
Q3 		$633K Buy
5,113
+9
+0.2% +$1.09K 0.16% 102
2025
Q2 		$602K Buy
5,104
+54
+1% +$6.37K 0.17% 99
2025
Q1 		$616K Hold
5,050
– – 0.22% 84
2024
Q4 		$544K Sell
5,050
-25
-0.5% -$2.83K 0.19% 90
2024
Q3 		$585K Hold
5,075
– – 0.21% 89
2024
Q2 		$509K Sell
5,075
-6
-0.1% -$600 0.2% 93
2024
Q1 		$491K Buy
5,081
+1,140
+29% +$108K 0.2% 91
2023
Q4 		$382K Sell
3,941
-25
-0.6% -$2.27K 0.17% 97
2023
Q3 		$350K Hold
3,966
– – 0.18% 95
2023
Q2 		$356K Sell
3,966
-285
-7% -$26.9K 0.18% 93
2023
Q1 		$410K Buy
4,251
+125
+3% +$12.3K 0.23% 79
2022
Q4 		$425K Sell
4,126
-97
-2% -$9.31K 0.25% 77
2022
Q3 		$392K Sell
4,223
-91
-2% -$9.77K 0.27% 72
2022
Q2 		$463K Hold
4,314
– – 0.3% 64
2022
Q1 		$482K Sell
4,314
-23
-0.5% -$2.39K 0.26% 69
2021
Q4 		$455K Buy
+4,337
New +$440K 0.24% 73

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bill Few Associates's DUK Position: Q2 2026 in Review

Bill Few Associates increased its Duke Energy (DUK) stake by 9.9% in Q2 2026, buying an estimated $64.3K and bringing the position to 5,657 shares worth $716K. The position accounts for 0.15% of the portfolio, ranked #108.

Bill Few Associates first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bill Few Associates held 5,657 shares of Duke Energy worth $716K as of Q2 2026.
  • Bill Few Associates bought 510 Duke Energy shares in Q2 2026, an estimated $64.3K.
  • Duke Energy made up 0.15% of Bill Few Associates's portfolio in Q2 2026, its #108 holding.
  • Bill Few Associates first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.