Drucker Wealth 3.0’s Duke Energy DUK Stock Holding History

Drucker Wealth 3.0’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	$1.47M	Sell	11,605 -157	-1%	-$19.8K	0.23%	89
2026 Q1	$1.54M	Sell	11,762 -705	-6%	-$88.1K	0.27%	81
2025 Q4	$1.46M	Sell	12,467 -1,117	-8%	-$136K	0.26%	86
2025 Q3	$1.68M	Sell	13,584 -10,496	-44%	-$1.27M	0.3%	79
2025 Q2	$2.82M	Sell	24,080 -6,891	-22%	-$813K	0.54%	40
2025 Q1	$3.78M	Sell	30,971 -2,754	-8%	-$314K	0.83%	33
2024 Q4	$3.63M	Sell	33,725 -842	-2%	-$95.4K	0.84%	36
2024 Q3	$3.99M	Buy	34,567 +546	+2%	+$60.8K	0.96%	34
2024 Q2	$3.41M	Buy	+34,021	New	+$3.4M	0.91%	34

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

Drucker Wealth 3.0's DUK Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Duke Energy (DUK) stake by 1.3% in Q2 2026, selling an estimated $19.8K and leaving 11,605 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #89.

Drucker Wealth 3.0 first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.99M in Q3 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Drucker Wealth 3.0 held 11,605 shares of Duke Energy worth $1.47M as of Q2 2026.
Drucker Wealth 3.0 sold 157 Duke Energy shares in Q2 2026, an estimated $19.8K.
Duke Energy made up 0.23% of Drucker Wealth 3.0's portfolio in Q2 2026, its #89 holding.
Drucker Wealth 3.0 first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Duke Energy position peaked at $3.99M in Q3 2024.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.