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Ferguson Wellman Capital Management’s Duke Energy DUK Stock Holding History

Ferguson Wellman Capital 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 		$594K Buy
4,695
+849
+22% +$107K 0.01% 289
2026
Q1 		$504K Buy
3,846
+305
+9% +$38.1K 0.01% 291
2025
Q4 		$415K Sell
3,541
-142
-4% -$17.3K 0.01% 272
2025
Q3 		$456K Sell
3,683
-52
-1% -$6.31K 0.01% 259
2025
Q2 		$441K Sell
3,735
-2,280
-38% -$269K 0.01% 255
2025
Q1 		$734K Buy
6,015
+2,036
+51% +$232K 0.01% 209
2024
Q4 		$429K Sell
3,979
-56
-1% -$6.34K 0.01% 258
2024
Q3 		$465K Sell
4,035
-351
-8% -$39.1K 0.01% 259
2024
Q2 		$440K Buy
4,386
+948
+28% +$94.8K 0.01% 259
2024
Q1 		$332K Sell
3,438
-335
-9% -$31.8K 0.01% 296
2023
Q4 		$366K Buy
+3,773
New +$343K 0.01% 282
2020
Q1 		– Sell
-2,553
Closed -$233K – 318
2019
Q4 		$233K Hold
2,553
– – 0.01% 331
2019
Q3 		$245K Sell
2,553
-616
-19% -$56.1K 0.01% 315
2019
Q2 		$280K Hold
3,169
– – 0.01% 296
2019
Q1 		$285K Hold
3,169
– – 0.01% 296
2018
Q4 		$273K Hold
3,169
– – 0.01% 297
2018
Q3 		$254K Buy
3,169
+66
+2% +$5.34K 0.01% 298
2018
Q2 		$245K Sell
3,103
-249
-7% -$19.2K 0.01% 307
2018
Q1 		$260K Sell
3,352
-260
-7% -$20.1K 0.01% 301
2017
Q4 		$304K Sell
3,612
-183
-5% -$16K 0.01% 295
2017
Q3 		$318K Sell
3,795
-371
-9% -$31.8K 0.01% 278
2017
Q2 		$348K Sell
4,166
-202
-5% -$17K 0.01% 271
2017
Q1 		$358K Hold
4,368
– – 0.01% 260
2016
Q4 		$339K Buy
4,368
+271
+7% +$20.8K 0.01% 265
2016
Q3 		$328K Hold
4,097
– – 0.01% 256
2016
Q2 		$351K Sell
4,097
-349
-8% -$27.9K 0.01% 252
2016
Q1 		$359K Sell
4,446
-266
-6% -$20.1K 0.02% 241
2015
Q4 		$336K Buy
4,712
+815
+21% +$57.3K 0.01% 265
2015
Q3 		$280K Sell
3,897
-178
-4% -$12.9K 0.01% 278
2015
Q2 		$288K Buy
4,075
+249
+7% +$18.8K 0.01% 282
2015
Q1 		$294K Sell
3,826
-138
-3% -$11.2K 0.01% 281
2014
Q4 		$331K Sell
3,964
-145
-4% -$11.7K 0.01% 274
2014
Q3 		$307K Sell
4,109
-266
-6% -$19.4K 0.01% 270
2014
Q2 		$325K Hold
4,375
– – 0.01% 274
2014
Q1 		$312K Sell
4,375
-1,569
-26% -$109K 0.01% 266
2013
Q4 		$410K Sell
5,944
-440
-7% -$30.8K 0.02% 243
2013
Q3 		$426K Sell
6,384
-3,432
-35% -$234K 0.02% 226
2013
Q2 		$663K Buy
+9,816
New +$694K 0.05% 114

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

Ferguson Wellman Capital Management's DUK Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Duke Energy (DUK) stake by 22% in Q2 2026, buying an estimated $107K and bringing the position to 4,695 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #289.

Ferguson Wellman Capital Management first reported a position in DUK in Q2 2013 and has held it in 38 quarters since. The position peaked at $734K in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ferguson Wellman Capital Management held 4,695 shares of Duke Energy worth $594K as of Q2 2026.
  • Ferguson Wellman Capital Management bought 849 Duke Energy shares in Q2 2026, an estimated $107K.
  • Duke Energy made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #289 holding.
  • Ferguson Wellman Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 38 quarters since.
  • Ferguson Wellman Capital Management's Duke Energy position peaked at $734K in Q1 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.