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Everpar Advisors’s Duke Energy DUK Stock Holding History

Everpar Advisors’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 		$502K Buy
3,968
+642
+19% +$81K 0.14% 147
2026
Q1 		$436K Buy
3,326
+788
+31% +$98.5K 0.15% 145
2025
Q4 		$297K Sell
2,538
-63
-2% -$7.69K 0.11% 200
2025
Q3 		$322K Buy
2,601
+496
+24% +$60.2K 0.13% 190
2025
Q2 		$248K Sell
2,105
-24
-1% -$2.83K 0.11% 229
2025
Q1 		$260K Buy
+2,129
New +$243K 0.14% 211
2024
Q4 		– Sell
-1,886
Closed -$217K – 270
2024
Q3 		$217K Buy
+1,886
New +$210K 0.11% 240

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's DUK Position: Q2 2026 in Review

Everpar Advisors increased its Duke Energy (DUK) stake by 19% in Q2 2026, buying an estimated $81K and bringing the position to 3,968 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #147.

Everpar Advisors first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Everpar Advisors held 3,968 shares of Duke Energy worth $502K as of Q2 2026.
  • Everpar Advisors bought 642 Duke Energy shares in Q2 2026, an estimated $81K.
  • Duke Energy made up 0.14% of Everpar Advisors's portfolio in Q2 2026, its #147 holding.
  • Everpar Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.