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IVC Wealth Advisors’s Duke Energy DUK Stock Holding History

IVC 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 		$270K Buy
2,130
+173
+9% +$21.8K 0.11% 147
2026
Q1 		$256K Buy
1,957
+237
+14% +$29.6K 0.11% 149
2025
Q4 		$202K Buy
1,720
+25
+1% +$3.05K 0.09% 176
2025
Q3 		$210K Buy
+1,695
New +$206K 0.09% 177
2024
Q4 		– Sell
-1,774
Closed -$205K – 156
2024
Q3 		$205K Buy
+1,774
New +$197K 0.11% 158

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

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

IVC Wealth Advisors increased its Duke Energy (DUK) stake by 8.8% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,130 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #147.

IVC Wealth Advisors first reported a position in DUK in Q3 2024 and has held it in 5 quarters since. 848 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • IVC Wealth Advisors held 2,130 shares of Duke Energy worth $270K as of Q2 2026.
  • IVC Wealth Advisors bought 173 Duke Energy shares in Q2 2026, an estimated $21.8K.
  • Duke Energy made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • IVC Wealth Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 5 quarters since.
  • 848 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.