Genesis Private Wealth’s Duke Energy DUK Stock Holding History

Genesis 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	$445K	Sell	3,516 -59	-2%	-$7.44K	0.13%	94
2026 Q1	$468K	Sell	3,575 -102	-3%	-$12.8K	0.15%	89
2025 Q4	$431K	Buy	3,677 +22	+0.6%	+$2.69K	0.13%	97
2025 Q3	$452K	Sell	3,655 -70	-2%	-$8.49K	0.19%	67
2025 Q2	$440K	Sell	3,725 -12	-0.3%	-$1.42K	0.21%	58
2025 Q1	$456K	Sell	3,737 -22	-0.6%	-$2.51K	0.24%	55
2024 Q4	$405K	Buy	+3,759	New	+$426K	0.22%	55

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

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

Genesis Private Wealth reduced its Duke Energy (DUK) stake by 1.7% in Q2 2026, selling an estimated $7.44K and leaving 3,516 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #94.

Genesis Private Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q1 2026. 578 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Genesis Private Wealth held 3,516 shares of Duke Energy worth $445K as of Q2 2026.
Genesis Private Wealth sold 59 Duke Energy shares in Q2 2026, an estimated $7.44K.
Duke Energy made up 0.13% of Genesis Private Wealth's portfolio in Q2 2026, its #94 holding.
Genesis Private Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Duke Energy position peaked at $468K in Q1 2026.
578 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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