Mattern Wealth Management’s Duke Energy DUK Stock Holding History

Mattern 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	$420K	Buy	3,318 +1,538	+86%	+$194K	0.07%	120
2026 Q1	$233K	Hold	1,780	–	–	0.05%	141
2025 Q4	$209K	Hold	1,780	–	–	0.04%	152
2025 Q3	$220K	Hold	1,780	–	–	0.04%	148
2025 Q2	$210K	Hold	1,780	–	–	0.04%	152
2025 Q1	$217K	Buy	+1,780	New	+$203K	0.05%	157
2024 Q4	–	Sell	-1,780	Closed	-$205K	–	174
2024 Q3	$205K	Buy	+1,780	New	+$198K	0.05%	169

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

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

Mattern Wealth Management increased its Duke Energy (DUK) stake by 86% in Q2 2026, buying an estimated $194K and bringing the position to 3,318 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #120.

Mattern Wealth Management first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 818 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Mattern Wealth Management held 3,318 shares of Duke Energy worth $420K as of Q2 2026.
Mattern Wealth Management bought 1,538 Duke Energy shares in Q2 2026, an estimated $194K.
Duke Energy made up 0.07% of Mattern Wealth Management's portfolio in Q2 2026, its #120 holding.
Mattern Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
818 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.