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Oak Harvest Investment Services’s Duke Energy DUK Stock Holding History

Oak Harvest Investment Services’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 		$12.4M Buy
97,620
+650
+0.7% +$82K 1.15% 25
2026
Q1 		$12.7M Buy
96,970
+3,638
+4% +$455K 1.33% 20
2025
Q4 		$10.9M Sell
93,332
-13,721
-13% -$1.68M 1.19% 22
2025
Q3 		$13.2M Buy
107,053
+3,695
+4% +$448K 1.55% 14
2025
Q2 		$12.2M Buy
103,358
+42,731
+70% +$5.04M 1.53% 16
2025
Q1 		$7.39M Buy
60,627
+281
+0.5% +$32K 1.03% 33
2024
Q4 		$6.5M Sell
60,346
-53,989
-47% -$6.12M 0.91% 41
2024
Q3 		$13.2M Buy
114,335
+22,798
+25% +$2.54M 1.89% 9
2024
Q2 		$9.17M Buy
91,537
+2,725
+3% +$273K 1.42% 23
2024
Q1 		$8.59M Buy
88,812
+17,995
+25% +$1.71M 1.4% 25
2023
Q4 		$6.87M Buy
70,817
+2,042
+3% +$186K 1.37% 27
2023
Q3 		$6.07M Buy
68,775
+6,616
+11% +$607K 1.28% 32
2023
Q2 		$5.58M Buy
62,159
+11,194
+22% +$1.06M 1.25% 32
2023
Q1 		$4.92M Buy
+50,965
New +$5.03M 1.13% 34
2022
Q3 		– Sell
-1,887
Closed -$202K – 98
2022
Q2 		$202K Buy
1,887
+29
+2% +$3.19K 0.05% 83
2022
Q1 		$207K Sell
1,858
-583
-24% -$60.6K 0.05% 80
2021
Q4 		$256K Sell
2,441
-190
-7% -$19.3K 0.06% 80
2021
Q3 		$257K Buy
2,631
+159
+6% +$16.5K 0.07% 75
2021
Q2 		$244K Buy
+2,472
New +$248K 0.08% 76
2021
Q1 		– Sell
-2,782
Closed -$255K – 74
2020
Q4 		$255K Buy
+2,782
New +$257K 0.11% 64

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Oak Harvest Investment Services's DUK Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Duke Energy (DUK) stake by 0.67% in Q2 2026, buying an estimated $82K and bringing the position to 97,620 shares worth $12.4M. The position accounts for 1.15% of the portfolio, ranked #25.

Oak Harvest Investment Services first reported a position in DUK in Q4 2020 and has held it in 20 quarters since. The position peaked at $13.2M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Oak Harvest Investment Services held 97,620 shares of Duke Energy worth $12.4M as of Q2 2026.
  • Oak Harvest Investment Services bought 650 Duke Energy shares in Q2 2026, an estimated $82K.
  • Duke Energy made up 1.15% of Oak Harvest Investment Services's portfolio in Q2 2026, its #25 holding.
  • Oak Harvest Investment Services first reported a position in Duke Energy in Q4 2020 and has held it in 20 quarters since.
  • Oak Harvest Investment Services's Duke Energy position peaked at $13.2M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.