OBWG
DUK icon

Onyx Bridge Wealth Group’s Duke Energy DUK Stock Holding History

Onyx Bridge Wealth Group’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 		$438K Buy
3,459
+133
+4% +$16.8K 0.04% 258
2026
Q1 		$435K Buy
3,326
+151
+5% +$18.9K 0.05% 238
2025
Q4 		$372K Buy
3,175
+8
+0.3% +$977 0.04% 255
2025
Q3 		$392K Buy
3,167
+363
+13% +$44.1K 0.04% 252
2025
Q2 		$331K Buy
2,804
+8
+0.3% +$944 0.04% 216
2025
Q1 		$341K Buy
2,796
+64
+2% +$7.29K 0.05% 200
2024
Q4 		$294K Buy
2,732
+21
+0.8% +$2.38K 0.04% 214
2024
Q3 		$313K Buy
2,711
+7
+0.3% +$779 0.05% 207
2024
Q2 		$271K Buy
2,704
+8
+0.3% +$800 0.04% 211
2024
Q1 		$263K Sell
2,696
-901
-25% -$85.5K 0.05% 204
2023
Q4 		$349K Sell
3,597
-491
-12% -$44.7K 0.07% 172
2023
Q3 		$361K Buy
+4,088
New +$375K 0.08% 156

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

Onyx Bridge Wealth Group's DUK Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Duke Energy (DUK) stake by 4% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,459 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #258.

Onyx Bridge Wealth Group first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,459 shares of Duke Energy worth $438K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 133 Duke Energy shares in Q2 2026, an estimated $16.8K.
  • Duke Energy made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #258 holding.
  • Onyx Bridge Wealth Group first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.