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

Jamison 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	$6.89M	Buy	54,470 +932	+2%	+$118K	0.7%	45
2026 Q1	$7.01M	Buy	53,538 +1,286	+2%	+$161K	0.85%	39
2025 Q4	$6.12M	Buy	52,252 +812	+2%	+$99.2K	0.74%	44
2025 Q3	$6.37M	Buy	51,440 +2,130	+4%	+$258K	0.81%	42
2025 Q2	$5.82M	Sell	49,310 -631	-1%	-$74.5K	0.84%	42
2025 Q1	$6.09M	Buy	49,941 +589	+1%	+$67.1K	0.93%	38
2024 Q4	$5.32M	Buy	49,352 +1,359	+3%	+$154K	0.79%	42
2024 Q3	$5.53M	Buy	47,993 +1,331	+3%	+$148K	0.84%	40
2024 Q2	$4.68M	Sell	46,662 -604	-1%	-$60.4K	0.78%	41
2024 Q1	$4.57M	Sell	47,266 -259	-0.5%	-$24.6K	0.77%	41
2023 Q4	$4.61M	Sell	47,525 -302	-0.6%	-$27.5K	0.86%	38
2023 Q3	$4.22M	Buy	+47,827	New	+$4.38M	0.87%	39

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

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

Jamison Private Wealth Management increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $118K and bringing the position to 54,470 shares worth $6.89M. The position accounts for 0.7% of the portfolio, ranked #45.

Jamison Private Wealth Management first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.01M in Q1 2026. 869 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Jamison Private Wealth Management held 54,470 shares of Duke Energy worth $6.89M as of Q2 2026.
Jamison Private Wealth Management bought 932 Duke Energy shares in Q2 2026, an estimated $118K.
Duke Energy made up 0.7% of Jamison Private Wealth Management's portfolio in Q2 2026, its #45 holding.
Jamison Private Wealth Management first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Duke Energy position peaked at $7.01M in Q1 2026.
869 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.