LongView Wealth Management’s Duke Energy DUK Stock Holding History

LongView 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	$991K	Buy	7,828 +18	+0.2%	+$2.27K	0.25%	87
2026 Q1	$1.01M	Sell	7,810 -4,040	-34%	-$505K	0.25%	87
2025 Q4	$1.38M	Buy	11,850 +26	+0.2%	+$3.17K	0.33%	65
2025 Q3	$1.46M	Sell	11,824 -29	-0.2%	-$3.52K	0.4%	57
2025 Q2	$1.4M	Sell	11,853 -947	-7%	-$112K	0.42%	54
2025 Q1	$1.56M	Buy	12,800 +102	+0.8%	+$11.6K	0.47%	51
2024 Q4	$1.37M	Buy	12,698 +59	+0.5%	+$6.68K	0.42%	56
2024 Q3	$1.46M	Buy	12,639 +3,972	+46%	+$442K	0.47%	51
2024 Q2	$869K	Buy	8,667 +391	+5%	+$39.1K	0.32%	67
2024 Q1	$800K	Sell	8,276 -343	-4%	-$32.5K	0.32%	67
2023 Q4	$854K	Buy	+8,619	New	+$784K	0.38%	60

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

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

LongView Wealth Management increased its Duke Energy (DUK) stake by 0.23% in Q2 2026, buying an estimated $2.27K and bringing the position to 7,828 shares worth $991K. The position accounts for 0.25% of the portfolio, ranked #87.

LongView Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

LongView Wealth Management held 7,828 shares of Duke Energy worth $991K as of Q2 2026.
LongView Wealth Management bought 18 Duke Energy shares in Q2 2026, an estimated $2.27K.
Duke Energy made up 0.25% of LongView Wealth Management's portfolio in Q2 2026, its #87 holding.
LongView Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Duke Energy position peaked at $1.56M in Q1 2025.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.