Fifth Third Wealth Advisors’s Duke Energy DUK Stock Holding History

Fifth Third 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	$4.89M	Sell	38,670 -715	-2%	-$90.2K	0.14%	115
2026 Q1	$5.16M	Buy	39,385 +19,093	+94%	+$2.39M	0.17%	100
2025 Q4	$2.38M	Sell	20,292 -1,258	-6%	-$154K	0.08%	153
2025 Q3	$2.67M	Buy	21,550 +2,526	+13%	+$307K	0.1%	135
2025 Q2	$2.24M	Buy	19,024 +5,516	+41%	+$651K	0.09%	146
2025 Q1	$1.65M	Buy	13,508 +377	+3%	+$43K	0.09%	162
2024 Q4	$1.41M	Buy	13,131 +3,305	+34%	+$374K	0.08%	166
2024 Q3	$1.13M	Buy	9,826 +2,613	+36%	+$291K	0.07%	179
2024 Q2	$723K	Buy	+7,213	New	+$721K	0.05%	204

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

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 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

Fifth Third Wealth Advisors's DUK Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $90.2K and leaving 38,670 shares worth $4.89M. The position accounts for 0.14% of the portfolio, ranked #115.

Fifth Third Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.16M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Fifth Third Wealth Advisors held 38,670 shares of Duke Energy worth $4.89M as of Q2 2026.
Fifth Third Wealth Advisors sold 715 Duke Energy shares in Q2 2026, an estimated $90.2K.
Duke Energy made up 0.14% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Fifth Third Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Duke Energy position peaked at $5.16M in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.