Blake Schutter Theil Wealth Advisors’s Duke Energy DUK Stock Holding History

Blake Schutter Theil 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	$802K	Sell	6,340 -7	-0.1%	-$883	0.54%	42
2026 Q1	$831K	Sell	6,347 -12	-0.2%	-$1.5K	0.68%	32
2025 Q4	$745K	Buy	6,359 +74	+1%	+$9.04K	0.61%	38
2025 Q3	$778K	Sell	6,285 -7	-0.1%	-$849	0.77%	34
2025 Q2	$742K	Sell	6,292 -3,033	-33%	-$358K	0.84%	30
2025 Q1	$1.14M	Sell	9,325 -149	-2%	-$17K	1.29%	14
2024 Q4	$1.02M	Sell	9,474 -127	-1%	-$14.4K	1.08%	17
2024 Q3	$1.11M	Buy	+9,601	New	+$1.07M	0.8%	31

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

Blake Schutter Theil Wealth Advisors's DUK Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Duke Energy (DUK) stake by 0.11% in Q2 2026, selling an estimated $883 and leaving 6,340 shares worth $802K. The position accounts for 0.54% of the portfolio, ranked #42.

Blake Schutter Theil Wealth Advisors first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 6,340 shares of Duke Energy worth $802K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 7 Duke Energy shares in Q2 2026, an estimated $883.
Duke Energy made up 0.54% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Duke Energy position peaked at $1.14M in Q1 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.