HWM
DUK icon

Howard Wealth Management’s Duke Energy DUK Stock Holding History

Howard 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 		$321K Buy
2,536
+101
+4% +$12.7K 0.12% 107
2026
Q1 		$319K Buy
2,435
+8
+0.3% +$1K 0.13% 104
2025
Q4 		$284K Buy
2,427
+10
+0.4% +$1.22K 0.12% 104
2025
Q3 		$299K Buy
2,417
+8
+0.3% +$971 0.14% 103
2025
Q2 		$284K Buy
2,409
+9
+0.4% +$1.06K 0.14% 97
2025
Q1 		$293K Buy
2,400
+7
+0.3% +$798 0.16% 96
2024
Q4 		$258K Buy
2,393
+4
+0.2% +$453 0.14% 102
2024
Q3 		$275K Buy
2,389
+3
+0.1% +$334 0.16% 96
2024
Q2 		$239K Buy
2,386
+152
+7% +$15.2K 0.19% 89
2024
Q1 		$216K Sell
2,234
-25
-1% -$2.37K 0.18% 95
2023
Q4 		$219K Buy
+2,259
New +$205K 0.18% 94
2020
Q1 		– Sell
-1,533
Closed -$139K – 212
2019
Q4 		$139K Buy
+1,533
New +$141K 0.12% 118

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

Howard Wealth Management's DUK Position: Q2 2026 in Review

Howard Wealth Management increased its Duke Energy (DUK) stake by 4.1% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,536 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #107.

Howard Wealth Management first reported a position in DUK in Q4 2019 and has held it in 12 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Howard Wealth Management held 2,536 shares of Duke Energy worth $321K as of Q2 2026.
  • Howard Wealth Management bought 101 Duke Energy shares in Q2 2026, an estimated $12.7K.
  • Duke Energy made up 0.12% of Howard Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Howard Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 12 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.