EWM
DUK icon

Evolution Wealth Management’s Duke Energy DUK Stock Holding History

Evolution 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 		$207K Buy
1,638
+1,045
+176% +$132K 0.12% 115
2026
Q1 		$77.6K Buy
593
+375
+172% +$46.9K 0.06% 202
2025
Q4 		$25.6K Buy
218
+200
+1,111% +$24.4K 0.02% 329
2025
Q3 		$2.23K Buy
+18
New +$2.18K ﹤0.01% 501

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Evolution Wealth Management increased its Duke Energy (DUK) stake by 176% in Q2 2026, buying an estimated $132K and bringing the position to 1,638 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #115.

Evolution Wealth Management first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Evolution Wealth Management held 1,638 shares of Duke Energy worth $207K as of Q2 2026.
  • Evolution Wealth Management bought 1,045 Duke Energy shares in Q2 2026, an estimated $132K.
  • Duke Energy made up 0.12% of Evolution Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Evolution Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.