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Bravera Wealth’s Duke Energy DUK Stock Holding History

Bravera 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 		$142K Sell
1,121
-33
-3% -$4.16K 0.05% 123
2026
Q1 		$151K Buy
1,154
+6
+0.5% +$750 0.07% 124
2025
Q4 		$135K Buy
+1,148
New +$140K 0.07% 124

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Bravera Wealth's DUK Position: Q2 2026 in Review

Bravera Wealth reduced its Duke Energy (DUK) stake by 2.9% in Q2 2026, selling an estimated $4.16K and leaving 1,121 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #123.

Bravera Wealth first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bravera Wealth held 1,121 shares of Duke Energy worth $142K as of Q2 2026.
  • Bravera Wealth sold 33 Duke Energy shares in Q2 2026, an estimated $4.16K.
  • Duke Energy made up 0.05% of Bravera Wealth's portfolio in Q2 2026, its #123 holding.
  • Bravera Wealth first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Duke Energy position peaked at $151K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.