EWM
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Elmwood Wealth Management’s Duke Energy DUK Stock Holding History

Elmwood 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 		$410K Buy
3,238
+509
+19% +$64.2K 0.1% 141
2026
Q1 		$357K Buy
2,729
+156
+6% +$19.5K 0.1% 140
2025
Q4 		$302K Sell
2,573
-180
-7% -$22K 0.1% 144
2025
Q3 		$341K Buy
2,753
+133
+5% +$16.1K 0.12% 115
2025
Q2 		$309K Buy
2,620
+9
+0.3% +$1.06K 0.12% 111
2025
Q1 		$318K Sell
2,611
-100
-4% -$11.4K 0.13% 110
2024
Q4 		$292K Hold
2,711
– – 0.12% 113
2024
Q3 		$313K Sell
2,711
-107
-4% -$11.9K 0.13% 112
2024
Q2 		$282K Sell
2,818
-25
-0.9% -$2.5K 0.13% 113
2024
Q1 		$275K Buy
2,843
+408
+17% +$38.7K 0.12% 112
2023
Q4 		$236K Sell
2,435
-409
-14% -$37.2K 0.17% 102
2023
Q3 		$251K Buy
2,844
+1
+0% +$92 0.12% 113
2023
Q2 		$255K Hold
2,843
– – 0.12% 110
2023
Q1 		$274K Sell
2,843
-318
-10% -$31.4K 0.13% 111
2022
Q4 		$326K Sell
3,161
-2,687
-46% -$258K 0.16% 102
2022
Q3 		$544K Hold
5,848
– – 0.27% 86
2022
Q2 		$627K Sell
5,848
-100
-2% -$11K 0.36% 83
2022
Q1 		$664K Sell
5,948
-10
-0.2% -$1.04K 0.34% 82
2021
Q4 		$625K Buy
+5,958
New +$604K 0.3% 82
2021
Q2 		$487K Hold
4,933
– – 0.26% 82
2021
Q1 		$476K Buy
+4,933
New +$450K 0.29% 80
2020
Q3 		$620K Hold
7,758
– – 0.5% 65
2020
Q2 		$620K Buy
+7,758
New +$656K 0.5% 65
2019
Q4 		– Sell
-232
Closed -$22K – 125
2019
Q3 		$22K Hold
232
– – 0.02% 139
2019
Q2 		$20K Buy
+232
New +$20.5K 0.02% 160

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

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

Elmwood Wealth Management increased its Duke Energy (DUK) stake by 19% in Q2 2026, buying an estimated $64.2K and bringing the position to 3,238 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #141.

Elmwood Wealth Management first reported a position in DUK in Q2 2019 and has held it in 25 quarters since. The position peaked at $664K in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Elmwood Wealth Management held 3,238 shares of Duke Energy worth $410K as of Q2 2026.
  • Elmwood Wealth Management bought 509 Duke Energy shares in Q2 2026, an estimated $64.2K.
  • Duke Energy made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Elmwood Wealth Management first reported a position in Duke Energy in Q2 2019 and has held it in 25 quarters since.
  • Elmwood Wealth Management's Duke Energy position peaked at $664K in Q1 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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