Brandywine Oak Private Wealth’s Duke Energy DUK Stock Holding History

Brandywine Oak Private Wealth’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	$432K	Sell	3,411 -239	-7%	-$30.1K	0.03%	168
2026 Q1	$478K	Buy	3,650 +39	+1%	+$4.88K	0.04%	154
2025 Q4	$423K	Hold	3,611	–	–	0.04%	161
2025 Q3	$447K	Sell	3,611 -150	-4%	-$18.2K	0.04%	157
2025 Q2	$444K	Buy	3,761 +30	+0.8%	+$3.54K	0.04%	155
2025 Q1	$455K	Sell	3,731 -59	-2%	-$6.72K	0.04%	153
2024 Q4	$408K	Buy	3,790 +161	+4%	+$18.2K	0.04%	165
2024 Q3	$418K	Buy	3,629 +50	+1%	+$5.57K	0.04%	165
2024 Q2	$359K	Sell	3,579 -600	-14%	-$60K	0.04%	178
2024 Q1	$404K	Sell	4,179 -1,200	-22%	-$114K	0.04%	166
2023 Q4	$522K	Sell	5,379 -50	-0.9%	-$4.55K	0.06%	144
2023 Q3	$479K	Buy	5,429 +4	+0.1%	+$367	0.06%	147
2023 Q2	$487K	Buy	5,425 +4	+0.1%	+$378	0.05%	156
2023 Q1	$523K	Sell	5,421 -1,271	-19%	-$126K	0.06%	156
2022 Q4	$689K	Sell	6,692 -740	-10%	-$71K	0.09%	131
2022 Q3	$691K	Sell	7,432 -350	-4%	-$37.6K	0.09%	129
2022 Q2	$834K	Sell	7,782 -17	-0.2%	-$1.87K	0.11%	119
2022 Q1	$870K	Buy	7,799 +3	+0%	+$312	0.1%	144
2021 Q4	$817K	Sell	7,796 -499	-6%	-$50.6K	0.09%	155
2021 Q3	$809K	Buy	8,295 +3	+0%	+$311	0.09%	149
2021 Q2	$818K	Buy	8,292 +5,846	+239%	+$587K	0.1%	144
2021 Q1	$236K	Sell	2,446 -561	-19%	-$51.2K	0.03%	246
2020 Q4	$275K	Buy	3,007 +4	+0.1%	+$370	0.04%	211
2020 Q3	$265K	Buy	3,003 +4	+0.1%	+$330	0.04%	200
2020 Q2	$239K	Sell	2,999 -1,694	-36%	-$143K	0.04%	208
2020 Q1	$379K	Buy	4,693 +4	+0.1%	+$367	0.08%	135
2019 Q4	$427K	Buy	4,689 +3	+0.1%	+$275	0.08%	132
2019 Q3	$449K	Sell	4,686 -873	-16%	-$79.4K	0.09%	116
2019 Q2	$490K	Sell	5,559 -6	-0.1%	-$530	0.1%	108
2019 Q1	$500K	Buy	5,565 +1,214	+28%	+$107K	0.1%	103
2018 Q4	$375K	Buy	+4,351	New	+$370K	0.08%	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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brandywine Oak Private Wealth's DUK Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Duke Energy (DUK) stake by 6.5% in Q2 2026, selling an estimated $30.1K and leaving 3,411 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #168.

Brandywine Oak Private Wealth first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $870K in Q1 2022. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Brandywine Oak Private Wealth held 3,411 shares of Duke Energy worth $432K as of Q2 2026.
Brandywine Oak Private Wealth sold 239 Duke Energy shares in Q2 2026, an estimated $30.1K.
Duke Energy made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #168 holding.
Brandywine Oak Private Wealth first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Duke Energy position peaked at $870K in Q1 2022.
896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.