EWA
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EverSource Wealth Advisors’s Duke Energy DUK Stock Holding History

EverSource Wealth 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 		$1.13M Sell
8,942
-2,461
-22% -$310K 0.04% 329
2026
Q1 		$1.49M Buy
11,403
+2,426
+27% +$303K 0.05% 282
2025
Q4 		$1.05M Sell
8,977
-582
-6% -$71.1K 0.04% 326
2025
Q3 		$1.18M Buy
9,559
+341
+4% +$41.4K 0.05% 275
2025
Q2 		$1.09M Sell
9,218
-4,502
-33% -$531K 0.05% 255
2025
Q1 		$1.67M Buy
13,720
+868
+7% +$98.9K 0.09% 175
2024
Q4 		$1.38M Buy
12,852
+946
+8% +$107K 0.08% 197
2024
Q3 		$1.37M Buy
11,906
+231
+2% +$25.7K 0.09% 177
2024
Q2 		$1.28M Buy
11,675
+3,490
+43% +$349K 0.08% 182
2024
Q1 		$804K Buy
8,185
+3,206
+64% +$304K 0.06% 208
2023
Q4 		$483K Buy
4,979
+1,864
+60% +$170K 0.04% 248
2023
Q3 		$275K Buy
3,115
+179
+6% +$16.4K 0.03% 331
2023
Q2 		$263K Sell
2,936
-338
-10% -$31.9K 0.03% 341
2023
Q1 		$316K Sell
3,274
-828
-20% -$81.8K 0.04% 289
2022
Q4 		$423K Buy
4,102
+1,208
+42% +$116K 0.06% 222
2022
Q3 		$270K Buy
2,894
+359
+14% +$38.6K 0.06% 253
2022
Q2 		$271K Buy
2,535
+31
+1% +$3.41K 0.07% 221
2022
Q1 		$279K Buy
2,504
+64
+3% +$6.65K 0.07% 215
2021
Q4 		$256K Buy
+2,440
New +$247K 0.07% 190

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

EverSource Wealth Advisors's DUK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Duke Energy (DUK) stake by 22% in Q2 2026, selling an estimated $310K and leaving 8,942 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #329.

EverSource Wealth Advisors first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.67M in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • EverSource Wealth Advisors held 8,942 shares of Duke Energy worth $1.13M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,461 Duke Energy shares in Q2 2026, an estimated $310K.
  • Duke Energy made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #329 holding.
  • EverSource Wealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Duke Energy position peaked at $1.67M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.