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Orca Wealth Management’s Duke Energy DUK Stock Holding History

Orca 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 		$1.63M Sell
12,909
-25
-0.2% -$3.15K 0.98% 31
2026
Q1 		$1.69M Buy
12,934
+8
+0.1% +$1K 1.21% 30
2025
Q4 		$1.57M Buy
12,926
+277
+2% +$33.8K 1.12% 32
2025
Q3 		$1.57M Sell
12,649
-52
-0.4% -$6.31K 1.19% 29
2025
Q2 		$1.5M Buy
12,701
+81
+0.6% +$9.56K 1.26% 29
2025
Q1 		$1.54M Buy
12,620
+86
+0.7% +$9.8K 1.38% 24
2024
Q4 		$1.35M Buy
+12,534
New +$1.42M 1.22% 29

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Orca Wealth Management reduced its Duke Energy (DUK) stake by 0.19% in Q2 2026, selling an estimated $3.15K and leaving 12,909 shares worth $1.63M. The position accounts for 0.98% of the portfolio, ranked #31.

Orca Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2026. 978 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Orca Wealth Management held 12,909 shares of Duke Energy worth $1.63M as of Q2 2026.
  • Orca Wealth Management sold 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
  • Duke Energy made up 0.98% of Orca Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Orca Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Orca Wealth Management's Duke Energy position peaked at $1.69M in Q1 2026.
  • 978 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.