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

Empirical 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 		$3.69M Buy
29,120
+2,168
+8% +$273K 0.05% 189
2026
Q1 		$3.53M Sell
26,952
-1,624
-6% -$203K 0.06% 180
2025
Q4 		$3.35M Buy
28,576
+34
+0.1% +$4.15K 0.06% 187
2025
Q3 		$3.53M Buy
28,542
+2,169
+8% +$263K 0.07% 168
2025
Q2 		$3.11M Buy
26,373
+3,764
+17% +$444K 0.07% 174
2025
Q1 		$2.76M Buy
22,609
+18,488
+449% +$2.11M 0.07% 174
2024
Q4 		$444K Buy
4,121
+1,458
+55% +$165K 0.01% 407
2024
Q3 		$307K Buy
2,663
+398
+18% +$44.3K 0.01% 463
2024
Q2 		$227K Sell
2,265
-2,145
-49% -$215K 0.01% 512
2024
Q1 		$426K Sell
4,410
-1,777
-29% -$169K 0.01% 366
2023
Q4 		$600K Buy
6,187
+2,199
+55% +$200K 0.02% 300
2023
Q3 		$352K Buy
3,988
+1,145
+40% +$105K 0.01% 343
2023
Q2 		$255K Buy
+2,843
New +$268K 0.01% 397
2022
Q4 		– Sell
-2,767
Closed -$257K – 463
2022
Q3 		$257K Sell
2,767
-321
-10% -$34.5K 0.01% 405
2022
Q2 		$331K Buy
3,088
+329
+12% +$36.2K 0.02% 365
2022
Q1 		$308K Sell
2,759
-1,634
-37% -$170K 0.02% 400
2021
Q4 		$461K Sell
4,393
-358
-8% -$36.3K 0.02% 349
2021
Q3 		$464K Buy
4,751
+2,235
+89% +$231K 0.03% 312
2021
Q2 		$248K Buy
2,516
+64
+3% +$6.43K 0.02% 396
2021
Q1 		$237K Sell
2,452
-1,400
-36% -$128K 0.02% 348
2020
Q4 		$353K Buy
3,852
+2
+0.1% +$185 0.03% 288
2020
Q3 		$341K Sell
3,850
-1,552
-29% -$128K 0.03% 263
2020
Q2 		$432K Sell
5,402
-428
-7% -$36.2K 0.04% 229
2020
Q1 		$472K Buy
5,830
+2,741
+89% +$252K 0.05% 193
2019
Q4 		$282K Buy
+3,089
New +$283K 0.03% 269

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

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

Empirical Wealth Management increased its Duke Energy (DUK) stake by 8% in Q2 2026, buying an estimated $273K and bringing the position to 29,120 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #189.

Empirical Wealth Management first reported a position in DUK in Q4 2019 and has held it in 25 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Empirical Wealth Management held 29,120 shares of Duke Energy worth $3.69M as of Q2 2026.
  • Empirical Wealth Management bought 2,168 Duke Energy shares in Q2 2026, an estimated $273K.
  • Duke Energy made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Empirical Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 25 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.