LOWM
DUK icon

Laurel Oak Wealth Management’s Duke Energy DUK Stock Holding History

Laurel Oak 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 		$458K Sell
3,617
-110
-3% -$13.9K 0.07% 218
2026
Q1 		$488K Buy
3,727
+6
+0.2% +$750 0.08% 195
2025
Q4 		$436K Buy
+3,721
New +$454K 0.07% 202

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Laurel Oak Wealth Management's DUK Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Duke Energy (DUK) stake by 3% in Q2 2026, selling an estimated $13.9K and leaving 3,617 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #218.

Laurel Oak Wealth Management first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q1 2026. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Laurel Oak Wealth Management held 3,617 shares of Duke Energy worth $458K as of Q2 2026.
  • Laurel Oak Wealth Management sold 110 Duke Energy shares in Q2 2026, an estimated $13.9K.
  • Duke Energy made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Laurel Oak Wealth Management first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Duke Energy position peaked at $488K in Q1 2026.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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