EWM
DUK icon

Evermay Wealth Management’s Duke Energy DUK Stock Holding History

Evermay 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 		$1.11M Sell
8,766
-65
-0.7% -$8.2K 0.11% 82
2026
Q1 		$1.16M Sell
8,831
-329
-4% -$41.1K 0.13% 72
2025
Q4 		$1.07M Sell
9,160
-1,099
-11% -$134K 0.12% 80
2025
Q3 		$1.27M Sell
10,259
-552
-5% -$67K 0.15% 69
2025
Q2 		$1.28M Sell
10,811
-888
-8% -$105K 0.16% 64
2025
Q1 		$1.43M Sell
11,699
-220
-2% -$25.1K 0.19% 56
2024
Q4 		$1.28M Buy
11,919
+1,047
+10% +$119K 0.19% 61
2024
Q3 		$1.25M Sell
10,872
-197
-2% -$21.9K 0.2% 68
2024
Q2 		$1.11M Sell
11,069
-95
-0.9% -$9.5K 0.18% 72
2024
Q1 		$1.08M Sell
11,164
-5
-0% -$474 0.16% 75
2023
Q4 		$1.08M Sell
11,169
-2,043
-15% -$186K 0.2% 58
2023
Q3 		$1.17M Sell
13,212
-616
-4% -$56.5K 0.24% 49
2023
Q2 		$1.24M Buy
13,828
+340
+3% +$32.1K 0.24% 44
2023
Q1 		$1.3M Sell
13,488
-454
-3% -$44.8K 0.26% 43
2022
Q4 		$1.44M Buy
13,942
+1,198
+9% +$115K 0.29% 41
2022
Q3 		$1.19M Buy
12,744
+10
+0.1% +$1.07K 0.24% 46
2022
Q2 		$1.36M Sell
12,734
-1,077
-8% -$118K 0.27% 44
2022
Q1 		$1.54M Sell
13,811
-3,210
-19% -$333K 0.26% 44
2021
Q4 		$1.79M Sell
17,021
-31
-0.2% -$3.14K 0.32% 29
2021
Q3 		$1.66M Sell
17,052
-530
-3% -$54.9K 0.32% 29
2021
Q2 		$1.74M Sell
17,582
-75
-0.4% -$7.54K 0.32% 28
2021
Q1 		$1.7M Sell
17,657
-318
-2% -$29K 0.34% 28
2020
Q4 		$1.65M Sell
17,975
-892
-5% -$82.5K 0.36% 30
2020
Q3 		$1.67M Buy
18,867
+4,275
+29% +$352K 0.41% 31
2020
Q2 		$1.17M Buy
14,592
+942
+7% +$79.6K 0.31% 36
2020
Q1 		$1.1M Buy
13,650
+630
+5% +$57.9K 0.34% 34
2019
Q4 		$1.19M Buy
13,020
+866
+7% +$79.4K 0.29% 41
2019
Q3 		$1.17M Buy
12,154
+123
+1% +$11.2K 0.32% 38
2019
Q2 		$1.06M Buy
12,031
+50
+0.4% +$4.42K 0.3% 38
2019
Q1 		$1.08M Buy
11,981
+1
+0% +$88 0.3% 38
2018
Q4 		$1.03M Sell
11,980
-210
-2% -$17.9K 0.33% 37
2018
Q3 		$975K Sell
12,190
-607
-5% -$49.1K 0.3% 37
2018
Q2 		$1.01M Sell
12,797
-918
-7% -$70.6K 0.34% 35
2018
Q1 		$1.06M Buy
13,715
+4,655
+51% +$360K 0.37% 35
2017
Q4 		$762K Buy
+9,060
New +$791K 0.28% 43
2017
Q1 		– Sell
-2,779
Closed -$216K – 102
2016
Q4 		$216K Hold
2,779
– – 0.11% 72
2016
Q3 		$222K Hold
2,779
– – 0.11% 70
2016
Q2 		$238K Hold
2,779
– – 0.12% 64
2016
Q1 		$224K Buy
+2,779
New +$210K 0.13% 71
2015
Q4 		– Sell
-3,507
Closed -$252K – 80
2015
Q3 		$252K Hold
3,507
– – 0.15% 67
2015
Q2 		$248K Sell
3,507
-352
-9% -$26.6K 0.15% 69
2015
Q1 		$296K Sell
3,859
-2,912
-43% -$236K 0.18% 64
2014
Q4 		$566K Sell
6,771
-277
-4% -$22.3K 0.37% 32
2014
Q3 		$527K Buy
7,048
+410
+6% +$29.9K 0.45% 33
2014
Q2 		$492K Buy
6,638
+1,903
+40% +$137K 0.43% 35
2014
Q1 		$337K Buy
+4,735
New +$330K 0.36% 44

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

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

Evermay Wealth Management reduced its Duke Energy (DUK) stake by 0.74% in Q2 2026, selling an estimated $8.2K and leaving 8,766 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #82.

Evermay Wealth Management first reported a position in DUK in Q1 2014 and has held it in 46 quarters since. The position peaked at $1.79M in Q4 2021. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Evermay Wealth Management held 8,766 shares of Duke Energy worth $1.11M as of Q2 2026.
  • Evermay Wealth Management sold 65 Duke Energy shares in Q2 2026, an estimated $8.2K.
  • Duke Energy made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Evermay Wealth Management first reported a position in Duke Energy in Q1 2014 and has held it in 46 quarters since.
  • Evermay Wealth Management's Duke Energy position peaked at $1.79M in Q4 2021.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.