Ledgewood Wealth Advisors’s Duke Energy DUK Stock Holding History

Ledgewood 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	$2.33M	Hold	18,404	–	–	1.24%	20
2026 Q1	$2.41M	Hold	18,404	–	–	1.36%	20
2025 Q4	$2.16M	Hold	18,404	–	–	1.24%	21
2025 Q3	$2.28M	Hold	18,404	–	–	1.35%	19
2025 Q2	$2.17M	Hold	18,404	–	–	1.37%	18
2025 Q1	$2.24M	Hold	18,404	–	–	1.45%	17
2024 Q4	$1.98M	Hold	18,404	–	–	1.28%	18
2024 Q3	$2.12M	Buy	18,404 +1,000	+6%	+$111K	1.43%	17
2024 Q2	$1.74M	Hold	17,404	–	–	1.5%	17
2024 Q1	$1.68M	Hold	17,404	–	–	1.56%	17
2023 Q4	$1.69M	Buy	+17,404	New	+$1.58M	1.56%	17

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Ledgewood Wealth Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 18,404 shares worth $2.33M. The position accounts for 1.24% of the portfolio, ranked #20.

Ledgewood Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Ledgewood Wealth Advisors held 18,404 shares of Duke Energy worth $2.33M as of Q2 2026.
Ledgewood Wealth Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 1.24% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Ledgewood Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Duke Energy position peaked at $2.41M in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.