MWM
DUK icon

Mission Wealth Management’s Duke Energy DUK Stock Holding History

Mission 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 		$2.14M Buy
16,879
+1,914
+13% +$241K 0.03% 295
2026
Q1 		$1.96M Sell
14,965
-520
-3% -$65K 0.04% 219
2025
Q4 		$1.81M Sell
15,485
-102
-0.7% -$12.5K 0.04% 227
2025
Q3 		$1.93M Sell
15,587
-309
-2% -$37.5K 0.04% 220
2025
Q2 		$1.88M Buy
15,896
+56
+0.4% +$6.61K 0.04% 221
2025
Q1 		$1.93M Sell
15,840
-1,155
-7% -$132K 0.05% 195
2024
Q4 		$1.83M Sell
16,995
-384
-2% -$43.5K 0.04% 192
2024
Q3 		$2M Buy
17,379
+2,292
+15% +$255K 0.05% 180
2024
Q2 		$1.51M Sell
15,087
-1,492
-9% -$149K 0.04% 202
2024
Q1 		$1.6M Buy
16,579
+1,834
+12% +$174K 0.04% 208
2023
Q4 		$1.43M Buy
14,745
+3,486
+31% +$317K 0.05% 186
2023
Q3 		$994K Sell
11,259
-242
-2% -$22.2K 0.04% 221
2023
Q2 		$1.03M Buy
11,501
+2,301
+25% +$217K 0.04% 210
2023
Q1 		$887K Sell
9,200
-2,058
-18% -$203K 0.04% 238
2022
Q4 		$1.16M Buy
11,258
+7,531
+202% +$723K 0.06% 188
2022
Q3 		$347K Buy
3,727
+1,212
+48% +$130K 0.02% 365
2022
Q2 		$270K Sell
2,515
-252
-9% -$27.7K 0.01% 417
2022
Q1 		$309K Buy
2,767
+40
+1% +$4.15K 0.01% 413
2021
Q4 		$286K Sell
2,727
-1,251
-31% -$127K 0.01% 443
2021
Q3 		$388K Sell
3,978
-2,641
-40% -$273K 0.02% 352
2021
Q2 		$653K Buy
6,619
+2,381
+56% +$239K 0.03% 240
2021
Q1 		$409K Buy
4,238
+679
+19% +$62K 0.02% 302
2020
Q4 		$326K Sell
3,559
-675
-16% -$62.4K 0.02% 327
2020
Q3 		$375K Buy
4,234
+1,059
+33% +$87.3K 0.03% 240
2020
Q2 		$254K Buy
+3,175
New +$268K 0.02% 278
2020
Q1 		– Sell
-2,411
Closed -$220K – 312
2019
Q4 		$220K Buy
2,411
+32
+1% +$2.93K 0.02% 311
2019
Q3 		$228K Sell
2,379
-911
-28% -$82.9K 0.02% 285
2019
Q2 		$290K Buy
+3,290
New +$291K 0.03% 241

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Mission Wealth Management increased its Duke Energy (DUK) stake by 13% in Q2 2026, buying an estimated $241K and bringing the position to 16,879 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #295.

Mission Wealth Management first reported a position in DUK in Q2 2019 and has held it in 28 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mission Wealth Management held 16,879 shares of Duke Energy worth $2.14M as of Q2 2026.
  • Mission Wealth Management bought 1,914 Duke Energy shares in Q2 2026, an estimated $241K.
  • Duke Energy made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Mission Wealth Management first reported a position in Duke Energy in Q2 2019 and has held it in 28 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.