EP Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.18M | Buy |
40,955
+12,168
| +42% | +$1.53M | 0.02% | 377 |
|
|
2026
Q1 | $3.77M | Sell |
28,787
-3,582
| -11% | -$448K | 0.02% | 355 |
|
|
2025
Q4 | $3.79M | Buy |
+32,369
| New | +$3.95M | 0.02% | 325 |
|
|
2025
Q2 | $3.9M | Buy |
33,081
+4,084
| +14% | +$482K | 0.03% | 299 |
|
|
2025
Q1 | $3.54M | Buy |
28,997
+464
| +2% | +$52.9K | 0.03% | 268 |
|
|
2024
Q4 | $3.07M | Sell |
28,533
-1,580
| -5% | -$179K | 0.03% | 285 |
|
|
2024
Q3 | $3.47M | Buy |
30,113
+5,378
| +22% | +$599K | 0.03% | 265 |
|
|
2024
Q2 | $2.48M | Buy |
24,735
+57
| +0.2% | +$5.7K | 0.03% | 250 |
|
|
2024
Q1 | $2.39M | Buy |
24,678
+2,740
| +12% | +$260K | 0.03% | 237 |
|
|
2023
Q4 | $2.13M | Buy |
21,938
+1,569
| +8% | +$143K | 0.03% | 248 |
|
|
2023
Q3 | $1.8M | Buy |
20,369
+13,415
| +193% | +$1.23M | 0.03% | 248 |
|
|
2023
Q2 | $1.79M | Sell |
6,954
-15,920
| -70% | -$1.5M | 0.03% | 255 |
|
|
2023
Q1 | $1.78M | Buy |
22,874
+9,421
| +70% | +$931K | 0.03% | 232 |
|
|
2022
Q4 | $1.39M | Sell |
13,453
-10,319
| -43% | -$991K | 0.03% | 239 |
|
|
2022
Q3 | $2.21M | Buy |
23,772
+12,911
| +119% | +$1.39M | 0.05% | 183 |
|
|
2022
Q2 | $1.16M | Buy |
10,861
+3,586
| +49% | +$394K | 0.03% | 242 |
|
|
2022
Q1 | $812K | Buy |
7,275
+350
| +5% | +$36.4K | 0.02% | 298 |
|
|
2021
Q4 | $726K | Buy |
6,925
+914
| +15% | +$92.7K | 0.02% | 297 |
|
|
2021
Q3 | $587K | Sell |
6,011
-1,222
| -17% | -$127K | 0.02% | 304 |
|
|
2021
Q2 | $714K | Sell |
7,233
-339
| -4% | -$34.1K | 0.02% | 282 |
|
|
2021
Q1 | $731K | Buy |
7,572
+909
| +14% | +$83K | 0.02% | 265 |
|
|
2020
Q4 | $610K | Sell |
6,663
-912
| -12% | -$84.4K | 0.02% | 237 |
|
|
2020
Q3 | $671K | Sell |
7,575
-1,030
| -12% | -$84.9K | 0.03% | 202 |
|
|
2020
Q2 | $687K | Sell |
8,605
-1,301
| -13% | -$110K | 0.03% | 210 |
|
|
2020
Q1 | $801K | Sell |
9,906
-150
| -1% | -$13.8K | 0.04% | 200 |
|
|
2019
Q4 | $917K | Sell |
10,056
-1,218
| -11% | -$112K | 0.04% | 207 |
|
|
2019
Q3 | $1.08M | Sell |
11,274
-441
| -4% | -$40.1K | 0.05% | 149 |
|
|
2019
Q2 | $1.03M | Buy |
11,715
+658
| +6% | +$58.2K | 0.06% | 124 |
|
|
2019
Q1 | $995K | Sell |
11,057
-1,996
| -15% | -$176K | 0.1% | 111 |
|
|
2018
Q4 | $1.13M | Buy |
13,053
+575
| +5% | +$48.9K | 0.09% | 116 |
|
|
2018
Q3 | $999K | Buy |
+12,478
| New | +$1.01M | 0.08% | 114 |
|
Other funds holding DUK
EP Wealth Advisors's DUK Position: Q2 2026 in Review
EP Wealth Advisors increased its Duke Energy (DUK) stake by 42% in Q2 2026, buying an estimated $1.53M and bringing the position to 40,955 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #377.
EP Wealth Advisors first reported a position in DUK in Q3 2018 and has held it in 31 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- EP Wealth Advisors held 40,955 shares of Duke Energy worth $5.18M as of Q2 2026.
- EP Wealth Advisors bought 12,168 Duke Energy shares in Q2 2026, an estimated $1.53M.
- Duke Energy made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #377 holding.
- EP Wealth Advisors first reported a position in Duke Energy in Q3 2018 and has held it in 31 quarters since.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.