Fairvoy Private Wealth’s Duke Energy DUK Stock Holding History

Fairvoy Private Wealth’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	$410K	Buy	3,236 +53	+2%	+$6.69K	0.08%	148
2026 Q1	$417K	Hold	3,183	–	–	0.1%	148
2025 Q4	$373K	Sell	3,183 -5	-0.2%	-$611	0.08%	141
2025 Q3	$395K	Sell	3,188 -150	-4%	-$18.2K	0.09%	139
2025 Q2	$394K	Sell	3,338 -4	-0.1%	-$472	0.1%	131
2025 Q1	$408K	Buy	3,342 +70	+2%	+$7.98K	0.11%	127
2024 Q4	$353K	Buy	+3,272	New	+$371K	0.09%	134

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fairvoy Private Wealth's DUK Position: Q2 2026 in Review

Fairvoy Private Wealth increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $6.69K and bringing the position to 3,236 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #148.

Fairvoy Private Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2026. 579 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Fairvoy Private Wealth held 3,236 shares of Duke Energy worth $410K as of Q2 2026.
Fairvoy Private Wealth bought 53 Duke Energy shares in Q2 2026, an estimated $6.69K.
Duke Energy made up 0.08% of Fairvoy Private Wealth's portfolio in Q2 2026, its #148 holding.
Fairvoy Private Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Fairvoy Private Wealth's Duke Energy position peaked at $417K in Q1 2026.
579 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.