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GHP Investment Advisors’s Duke Energy DUK Stock Holding History

GHP Investment 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 		$157K Buy
1,238
+102
+9% +$12.9K 0.01% 423
2026
Q1 		$149K Buy
1,136
+223
+24% +$27.9K 0.01% 419
2025
Q4 		$107K Sell
913
-115
-11% -$14K ﹤0.01% 444
2025
Q3 		$127K Hold
1,028
– – 0.01% 421
2025
Q2 		$121K Buy
1,028
+508
+98% +$59.9K 0.01% 418
2025
Q1 		$63.4K Sell
520
-54
-9% -$6.16K ﹤0.01% 479
2024
Q4 		$61.9K Sell
574
-30
-5% -$3.4K ﹤0.01% 484
2024
Q3 		$69.7K Buy
604
+20
+3% +$2.23K ﹤0.01% 480
2024
Q2 		$58.5K Buy
584
+10
+2% +$1K ﹤0.01% 486
2024
Q1 		$55.5K Hold
574
– – ﹤0.01% 487
2023
Q4 		$55.7K Buy
574
+3
+0.5% +$273 ﹤0.01% 475
2023
Q3 		$50.6K Buy
571
+188
+49% +$17.2K ﹤0.01% 491
2023
Q2 		$35.9K Sell
383
-1,971
-84% -$186K ﹤0.01% 525
2023
Q1 		$227K Sell
2,354
-76
-3% -$7.51K 0.01% 358
2022
Q4 		$250K Buy
2,430
+329
+16% +$31.6K 0.02% 353
2022
Q3 		$195K Sell
2,101
-183
-8% -$19.7K 0.02% 357
2022
Q2 		$245K Sell
2,284
-179
-7% -$19.7K 0.02% 336
2022
Q1 		$275K Buy
+2,463
New +$256K 0.02% 327

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

GHP Investment Advisors's DUK Position: Q2 2026 in Review

GHP Investment Advisors increased its Duke Energy (DUK) stake by 9% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,238 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #423.

GHP Investment Advisors first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. The position peaked at $275K in Q1 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GHP Investment Advisors held 1,238 shares of Duke Energy worth $157K as of Q2 2026.
  • GHP Investment Advisors bought 102 Duke Energy shares in Q2 2026, an estimated $12.9K.
  • Duke Energy made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #423 holding.
  • GHP Investment Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Duke Energy position peaked at $275K in Q1 2022.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.