Gratus Wealth Advisors’s Duke Energy DUK Stock Holding History

Gratus 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	$921K	Sell	7,279 -123	-2%	-$15.5K	0.12%	65
2026 Q1	$969K	Buy	7,402 +2	+0%	+$250	0.14%	65
2025 Q4	$867K	Sell	7,400 -1,130	-13%	-$138K	0.12%	64
2025 Q3	$1.06M	Sell	8,530 -71	-0.8%	-$8.62K	0.15%	58
2025 Q2	$1.01M	Sell	8,601 -103	-1%	-$12.2K	0.15%	59
2025 Q1	$1.06M	Sell	8,704 -175	-2%	-$19.9K	0.17%	51
2024 Q4	$957K	Sell	8,879 -64	-0.7%	-$7.25K	0.15%	63
2024 Q3	$986K	Sell	8,943 -762	-8%	-$84.8K	0.16%	59
2024 Q2	$1.04M	Sell	9,705 -16	-0.2%	-$1.6K	0.18%	53
2024 Q1	$933K	Buy	9,721 +607	+7%	+$57.6K	0.17%	56
2023 Q4	$884K	Buy	+9,114	New	+$829K	0.17%	59

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

Gratus Wealth Advisors's DUK Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Duke Energy (DUK) stake by 1.7% in Q2 2026, selling an estimated $15.5K and leaving 7,279 shares worth $921K. The position accounts for 0.12% of the portfolio, ranked #65.

Gratus Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Gratus Wealth Advisors held 7,279 shares of Duke Energy worth $921K as of Q2 2026.
Gratus Wealth Advisors sold 123 Duke Energy shares in Q2 2026, an estimated $15.5K.
Duke Energy made up 0.12% of Gratus Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Gratus Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Duke Energy position peaked at $1.06M in Q1 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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