NWM
DUK icon

Nova Wealth Management’s Duke Energy DUK Stock Holding History

Nova 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 		$38.2K Hold
302
– – 0.02% 252
2026
Q1 		$39.5K Sell
302
-48
-14% -$6K 0.03% 221
2025
Q4 		$41K Buy
350
+30
+9% +$3.66K 0.03% 214
2025
Q3 		$39.6K Sell
320
-23
-7% -$2.79K 0.03% 225
2025
Q2 		$40.5K Buy
343
+39
+13% +$4.6K 0.03% 234
2025
Q1 		$37.1K Buy
304
+22
+8% +$2.51K 0.03% 229
2024
Q4 		$30.4K Buy
+282
New +$31.9K 0.03% 203

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Nova Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 302 shares worth $38.2K. The position accounts for 0.02% of the portfolio, ranked #252.

Nova Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $41K in Q4 2025. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Nova Wealth Management held 302 shares of Duke Energy worth $38.2K as of Q2 2026.
  • Nova Wealth Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Nova Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Duke Energy position peaked at $41K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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