DA
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Doliver Advisors’s Duke Energy DUK Stock Holding History

Doliver 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 		$1.6M Buy
12,648
+551
+5% +$69.5K 0.36% 50
2026
Q1 		$1.58M Sell
12,097
-336
-3% -$42K 0.36% 44
2025
Q4 		$1.46M Buy
12,433
+4,556
+58% +$556K 0.36% 47
2025
Q3 		$975K Buy
7,877
+99
+1% +$12K 0.25% 76
2025
Q2 		$918K Sell
7,778
-1,558
-17% -$184K 0.25% 72
2025
Q1 		$1.14M Sell
9,336
-400
-4% -$45.6K 0.32% 54
2024
Q4 		$1.05M Buy
9,736
+1,423
+17% +$161K 0.29% 59
2024
Q3 		$958K Buy
8,313
+185
+2% +$20.6K 0.26% 64
2024
Q2 		$815K Buy
8,128
+2,131
+36% +$213K 0.23% 66
2024
Q1 		$580K Sell
5,997
-78
-1% -$7.4K 0.16% 87
2023
Q4 		$590K Sell
6,075
-365
-6% -$33.2K 0.18% 80
2023
Q3 		$568K Buy
6,440
+205
+3% +$18.8K 0.17% 81
2023
Q2 		$560K Buy
6,235
+515
+9% +$48.6K 0.17% 87
2023
Q1 		$552K Sell
5,720
-905
-14% -$89.4K 0.17% 80
2022
Q4 		$682K Buy
6,625
+4,140
+167% +$397K 0.22% 72
2022
Q3 		$231K Sell
2,485
-280
-10% -$30.1K 0.09% 130
2022
Q2 		$296K Sell
2,765
-2,116
-43% -$233K 0.11% 123
2022
Q1 		$545K Buy
4,881
+194
+4% +$20.1K 0.17% 92
2021
Q4 		$489K Sell
4,687
-354
-7% -$35.9K 0.15% 93
2021
Q3 		$492K Buy
5,041
+985
+24% +$102K 0.17% 97
2021
Q2 		$400K Sell
4,056
-1,511
-27% -$152K 0.13% 100
2021
Q1 		$537K Buy
5,567
+1,132
+26% +$103K 0.2% 79
2020
Q4 		$406K Sell
4,435
-60
-1% -$5.55K 0.18% 85
2020
Q3 		$398K Buy
4,495
+790
+21% +$65.1K 0.2% 89
2020
Q2 		$296K Buy
3,705
+510
+16% +$43.1K 0.13% 101
2020
Q1 		$277K Buy
3,195
+280
+10% +$25.7K 0.14% 90
2019
Q4 		$266K Buy
+2,915
New +$267K 0.11% 88
2018
Q4 		– Sell
-2,732
Closed -$219K – 158
2018
Q3 		$219K Sell
2,732
-300
-10% -$24.3K 0.09% 149
2018
Q2 		$240K Buy
+3,032
New +$233K 0.1% 164

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

Doliver Advisors's DUK Position: Q2 2026 in Review

Doliver Advisors increased its Duke Energy (DUK) stake by 4.6% in Q2 2026, buying an estimated $69.5K and bringing the position to 12,648 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #50.

Doliver Advisors first reported a position in DUK in Q2 2018 and has held it in 29 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Doliver Advisors held 12,648 shares of Duke Energy worth $1.6M as of Q2 2026.
  • Doliver Advisors bought 551 Duke Energy shares in Q2 2026, an estimated $69.5K.
  • Duke Energy made up 0.36% of Doliver Advisors's portfolio in Q2 2026, its #50 holding.
  • Doliver Advisors first reported a position in Duke Energy in Q2 2018 and has held it in 29 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.