DWM
DUK icon

Darwin Wealth Management’s Duke Energy DUK Stock Holding History

Darwin Wealth Management’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 		$267K Buy
2,109
+16
+0.8% +$2.02K 0.07% 124
2026
Q1 		$274K Buy
2,093
+15
+0.7% +$1.88K 0.09% 120
2025
Q4 		$244K Sell
2,078
-61
-3% -$7.45K 0.08% 127
2025
Q3 		$265K Buy
2,139
+8
+0.4% +$971 0.08% 122
2025
Q2 		$252K Sell
2,131
-85
-4% -$10K 0.09% 118
2025
Q1 		$239K Hold
2,216
– – 0.08% 124
2024
Q4 		$239K Sell
2,216
-1,444
-39% -$164K 0.08% 124
2024
Q3 		$422K Buy
3,660
+2
+0.1% +$223 0.12% 102
2024
Q2 		$367K Buy
3,658
+3
+0.1% +$300 0.18% 58
2024
Q1 		$354K Buy
3,655
+2
+0.1% +$190 0.1% 106
2023
Q4 		$354K Hold
3,653
– – 0.1% 110
2023
Q3 		$322K Hold
3,653
– – 0.09% 114
2023
Q2 		$332K Hold
3,653
– – 0.09% 110
2023
Q1 		$359K Sell
3,653
-479
-12% -$47.3K 0.1% 108
2022
Q4 		$434K Hold
4,132
– – 0.11% 107
2022
Q3 		$368K Sell
4,132
-387
-9% -$41.6K 0.09% 119
2022
Q2 		$495K Sell
4,519
-378
-8% -$41.6K 0.1% 112
2022
Q1 		$547K Buy
4,897
+4
+0.1% +$415 0.09% 115
2021
Q4 		$501K Sell
4,893
-347
-7% -$35.2K 0.08% 119
2021
Q3 		$511K Buy
5,240
+7
+0.1% +$725 0.08% 110
2021
Q2 		$517K Sell
5,233
-77
-1% -$7.74K 0.08% 110
2021
Q1 		$512K Sell
5,310
-193
-4% -$17.6K 0.09% 112
2020
Q4 		$503K Buy
5,503
+917
+20% +$84.8K 0.09% 108
2020
Q3 		$406K Sell
4,586
-1,681
-27% -$139K 0.09% 111
2020
Q2 		$500K Sell
6,267
-31,864
-84% -$2.69M 0.13% 102
2020
Q1 		$3.08M Buy
38,131
+649
+2% +$59.6K 0.98% 32
2019
Q4 		$3.42M Buy
37,482
+1,906
+5% +$175K 0.91% 33
2019
Q3 		$3.41M Buy
35,576
+1,507
+4% +$137K 1.01% 34
2019
Q2 		$3.01M Sell
34,069
-286
-0.8% -$25.3K 0.93% 36
2019
Q1 		$3.09M Buy
34,355
+26,252
+324% +$2.31M 1.02% 29
2018
Q4 		$700K Buy
8,103
+618
+8% +$52.6K 0.49% 43
2018
Q3 		$595K Sell
7,485
-120
-2% -$9.7K 0.33% 59
2018
Q2 		$600K Buy
7,605
+37
+0.5% +$2.85K 0.39% 55
2018
Q1 		$587K Sell
7,568
-321
-4% -$24.8K 0.42% 50
2017
Q4 		$663K Buy
7,889
+1,546
+24% +$135K 0.28% 82
2017
Q3 		$532K Buy
6,343
+266
+4% +$22.8K 0.51% 52
2017
Q2 		$508K Sell
6,077
-37
-0.6% -$3.11K 0.28% 91
2017
Q1 		$501K Sell
6,114
-13
-0.2% -$1.03K 0.29% 81
2016
Q4 		$476K Buy
6,127
+652
+12% +$49.9K 0.32% 69
2016
Q3 		$438K Buy
5,475
+26
+0.5% +$2.15K 0.34% 62
2016
Q2 		$467K Buy
+5,449
New +$436K 0.4% 63

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Darwin Wealth Management's DUK Position: Q2 2026 in Review

Darwin Wealth Management increased its Duke Energy (DUK) stake by 0.76% in Q2 2026, buying an estimated $2.02K and bringing the position to 2,109 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #124.

Darwin Wealth Management first reported a position in DUK in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.42M in Q4 2019. 846 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Darwin Wealth Management held 2,109 shares of Duke Energy worth $267K as of Q2 2026.
  • Darwin Wealth Management bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.07% of Darwin Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Darwin Wealth Management first reported a position in Duke Energy in Q2 2016 and has held it in 41 quarters since.
  • Darwin Wealth Management's Duke Energy position peaked at $3.42M in Q4 2019.
  • 846 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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