FW
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Fairway Wealth’s Duke Energy DUK Stock Holding History

Fairway 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 		– Sell
-664
Closed -$86.9K – 244
2026
Q1 		$86.9K Buy
664
+639
+2,556% +$79.9K 0.02% 103
2025
Q4 		$2.93K Buy
+25
New +$3.05K ﹤0.01% 197
2024
Q3 		– Sell
-87
Closed -$8.72K – 183
2024
Q2 		$8.72K Buy
+87
New +$8.7K 0.01% 160

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

Fairway Wealth's DUK Position: Q2 2026 in Review

Fairway Wealth sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 664 shares — an estimated $86.9K sold.

Fairway Wealth first reported a position in DUK in Q2 2024 and held it in 3 quarters. The position peaked at $86.9K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fairway Wealth reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Fairway Wealth sold 664 Duke Energy shares in Q2 2026, an estimated $86.9K.
  • Fairway Wealth first reported a position in Duke Energy in Q2 2024 and held it in 3 quarters.
  • Fairway Wealth's Duke Energy position peaked at $86.9K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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