EWP
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Elevation Wealth Partners’s Duke Energy DUK Stock Holding History

Elevation Wealth Partners’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 		$245K Buy
1,934
+172
+10% +$21.7K 0.07% 119
2026
Q1 		$231K Hold
1,762
– – 0.08% 109
2025
Q4 		$207K Buy
1,762
+22
+1% +$2.69K 0.07% 115
2025
Q3 		$215K Buy
1,740
+31
+2% +$3.76K 0.08% 112
2025
Q2 		$202K Hold
1,709
– – 0.08% 112
2025
Q1 		$208K Hold
1,709
– – 0.09% 107
2024
Q4 		$184K Hold
1,709
– – 0.08% 118
2024
Q3 		$197K Hold
1,709
– – 0.08% 114
2024
Q2 		$171K Sell
1,709
-40
-2% -$4K 0.08% 120
2024
Q1 		$169K Sell
1,749
-133
-7% -$12.6K 0.08% 121
2023
Q4 		$166K Buy
+1,882
New +$171K 0.1% 116

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Elevation Wealth Partners's DUK Position: Q2 2026 in Review

Elevation Wealth Partners increased its Duke Energy (DUK) stake by 9.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,934 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #119.

Elevation Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 824 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Elevation Wealth Partners held 1,934 shares of Duke Energy worth $245K as of Q2 2026.
  • Elevation Wealth Partners bought 172 Duke Energy shares in Q2 2026, an estimated $21.7K.
  • Duke Energy made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Elevation Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 824 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.