Grant Private Wealth Management’s Duke Energy DUK Stock Holding History

Grant Private Wealth 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	$836K	Buy	6,606 +375	+6%	+$47.3K	0.35%	57
2026 Q1	$816K	Buy	6,231 +1,459	+31%	+$182K	0.43%	50
2025 Q4	$559K	Sell	4,772 -183	-4%	-$22.3K	0.34%	64
2025 Q3	$613K	Sell	4,955 -19,460	-80%	-$2.36M	0.38%	57
2025 Q2	$2.88M	Buy	24,415 +19,060	+356%	+$2.25M	1.63%	24
2025 Q1	$629K	Buy	5,355 +2,808	+110%	+$320K	0.68%	40
2024 Q4	$274K	Buy	+2,547	New	+$289K	0.3%	90

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Grant Private Wealth Management's DUK Position: Q2 2026 in Review

Grant Private Wealth Management increased its Duke Energy (DUK) stake by 6% in Q2 2026, buying an estimated $47.3K and bringing the position to 6,606 shares worth $836K. The position accounts for 0.35% of the portfolio, ranked #57.

Grant Private Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q2 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Grant Private Wealth Management held 6,606 shares of Duke Energy worth $836K as of Q2 2026.
Grant Private Wealth Management bought 375 Duke Energy shares in Q2 2026, an estimated $47.3K.
Duke Energy made up 0.35% of Grant Private Wealth Management's portfolio in Q2 2026, its #57 holding.
Grant Private Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Duke Energy position peaked at $2.88M in Q2 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.