Dogwood Wealth Management’s Duke Energy DUK Stock Holding History

Dogwood 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	$187K	Sell	1,475 -3,903	-73%	-$492K	0.07%	79
2026 Q1	$704K	Sell	5,378 -1,751	-25%	-$219K	0.31%	45
2025 Q4	$836K	Sell	7,129 -1,172	-14%	-$143K	0.37%	43
2025 Q3	$1.03M	Sell	8,301 -824	-9%	-$100K	0.47%	43
2025 Q2	$1.06M	Buy	9,125 +3,152	+53%	+$372K	0.52%	40
2025 Q1	$729K	Buy	+5,973	New	+$681K	0.38%	56
2024 Q3	–	Hold	0	–	–	–	245
2024 Q2	–	Hold	0	–	–	–	287
2024 Q1	–	Hold	0	–	–	–	288
2023 Q4	–	Hold	0	–	–	–	259

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

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

Dogwood Wealth Management reduced its Duke Energy (DUK) stake by 73% in Q2 2026, selling an estimated $492K and leaving 1,475 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #79.

Dogwood Wealth Management first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2025. 932 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Dogwood Wealth Management held 1,475 shares of Duke Energy worth $187K as of Q2 2026.
Dogwood Wealth Management sold 3,903 Duke Energy shares in Q2 2026, an estimated $492K.
Duke Energy made up 0.07% of Dogwood Wealth Management's portfolio in Q2 2026, its #79 holding.
Dogwood Wealth Management first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Duke Energy position peaked at $1.06M in Q2 2025.
932 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.