Crewe Advisors’s Duke Energy DUK Stock Holding History

Crewe 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	$682K	Buy	5,391 +30	+0.6%	+$3.78K	0.05%	116
2026 Q1	$702K	Buy	5,361 +60	+1%	+$7.5K	0.06%	102
2025 Q4	$621K	Buy	5,301 +54	+1%	+$6.59K	0.06%	105
2025 Q3	$649K	Buy	5,247 +47	+0.9%	+$5.7K	0.06%	104
2025 Q2	$614K	Buy	5,200 +56	+1%	+$6.61K	0.09%	77
2025 Q1	$627K	Buy	5,144 +34	+0.7%	+$3.88K	0.09%	70
2024 Q4	$551K	Sell	5,110 -342	-6%	-$38.7K	0.08%	74
2024 Q3	$629K	Buy	5,452 +41	+0.8%	+$4.56K	0.07%	73
2024 Q2	$542K	Buy	5,411 +38	+0.7%	+$3.8K	0.06%	98
2024 Q1	$520K	Buy	+5,373	New	+$510K	0.06%	95
2023 Q3	–	Sell	-5,205	Closed	-$467K	–	678
2023 Q2	$467K	Buy	5,205 +40	+0.8%	+$3.77K	0.07%	79
2023 Q1	$498K	Sell	5,165 -69	-1%	-$6.82K	0.07%	85
2022 Q4	$539K	Sell	5,234 -348	-6%	-$33.4K	0.09%	73
2022 Q3	$519K	Buy	5,582 +144	+3%	+$15.5K	0.09%	70
2022 Q2	$583K	Buy	5,438 +679	+14%	+$74.7K	0.13%	50
2022 Q1	$531K	Buy	4,759 +348	+8%	+$36.1K	0.1%	52
2021 Q4	$463K	Buy	4,411 +91	+2%	+$9.22K	0.09%	49
2021 Q3	$422K	Buy	4,320 +33	+0.8%	+$3.42K	0.1%	39
2021 Q2	$423K	Hold	4,287	–	–	0.1%	39
2021 Q1	$414K	Hold	4,287	–	–	0.1%	37
2020 Q4	$393K	Sell	4,287 -74	-2%	-$6.84K	0.16%	35
2020 Q3	$386K	Buy	4,361 +74	+2%	+$6.1K	0.18%	30
2020 Q2	$342K	Buy	4,287 +241	+6%	+$20.4K	0.17%	36
2020 Q1	$327K	Hold	4,046	–	–	0.2%	31
2019 Q4	$369K	Hold	4,046	–	–	0.16%	39
2019 Q3	$388K	Sell	4,046 -5	-0.1%	-$455	0.18%	36
2019 Q2	$357K	Hold	4,051	–	–	0.12%	52
2019 Q1	$365K	Buy	4,051 +5	+0.1%	+$441	0.11%	40
2018 Q4	$349K	Hold	4,046	–	–	0.11%	40
2018 Q3	$324K	Buy	4,046 +116	+3%	+$9.38K	0.27%	43
2018 Q2	$311K	Hold	3,930	–	–	0.29%	43
2018 Q1	$304K	Hold	3,930	–	–	0.3%	39
2017 Q4	$331K	Buy	+3,930	New	+$343K	0.32%	36

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Crewe Advisors's DUK Position: Q2 2026 in Review

Crewe Advisors increased its Duke Energy (DUK) stake by 0.56% in Q2 2026, buying an estimated $3.78K and bringing the position to 5,391 shares worth $682K. The position accounts for 0.05% of the portfolio, ranked #116.

Crewe Advisors first reported a position in DUK in Q4 2017 and has held it in 33 quarters since. The position peaked at $702K in Q1 2026. 947 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Crewe Advisors held 5,391 shares of Duke Energy worth $682K as of Q2 2026.
Crewe Advisors bought 30 Duke Energy shares in Q2 2026, an estimated $3.78K.
Duke Energy made up 0.05% of Crewe Advisors's portfolio in Q2 2026, its #116 holding.
Crewe Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 33 quarters since.
Crewe Advisors's Duke Energy position peaked at $702K in Q1 2026.
947 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.