Crown Wealth Group’s Duke Energy DUK Stock Holding History

Crown Wealth Group’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	$294K	Buy	2,320 +239	+11%	+$30.1K	0.07%	114
2026 Q1	$272K	Buy	2,081 +199	+11%	+$24.9K	0.08%	106
2025 Q4	$221K	Buy	1,882 +170	+10%	+$20.8K	0.06%	132
2025 Q3	$212K	Buy	+1,712	New	+$208K	0.06%	118
2025 Q2	–	Sell	-1,788	Closed	-$218K	–	121
2025 Q1	$218K	Buy	+1,788	New	+$204K	0.11%	97
2024 Q4	–	Sell	-2,026	Closed	-$234K	–	116
2024 Q3	$234K	Buy	+2,026	New	+$225K	0.1%	100
2022 Q3	–	Sell	-2,061	Closed	-$221K	–	60
2022 Q2	$221K	Sell	2,061 -47	-2%	-$5.17K	0.2%	66
2022 Q1	$235K	Buy	+2,108	New	+$219K	0.16%	83

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

Crown Wealth Group's DUK Position: Q2 2026 in Review

Crown Wealth Group increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $30.1K and bringing the position to 2,320 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #114.

Crown Wealth Group first reported a position in DUK in Q1 2022 and has held it in 8 quarters since. 879 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Crown Wealth Group held 2,320 shares of Duke Energy worth $294K as of Q2 2026.
Crown Wealth Group bought 239 Duke Energy shares in Q2 2026, an estimated $30.1K.
Duke Energy made up 0.07% of Crown Wealth Group's portfolio in Q2 2026, its #114 holding.
Crown Wealth Group first reported a position in Duke Energy in Q1 2022 and has held it in 8 quarters since.
879 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.