Physician Wealth Advisors’s Duke Energy DUK Stock Holding History

Physician Wealth Advisors’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	$253K	Buy	1,995 +81	+4%	+$10.2K	0.03%	187
2026 Q1	$251K	Sell	1,914 -112	-6%	-$14K	0.03%	170
2025 Q4	$237K	Buy	2,026 +6	+0.3%	+$733	0.03%	174
2025 Q3	$250K	Buy	2,020 +597	+42%	+$72.4K	0.04%	159
2025 Q2	$168K	Buy	1,423 +71	+5%	+$8.38K	0.03%	207
2025 Q1	$165K	Buy	1,352 +6	+0.4%	+$684	0.03%	201
2024 Q4	$145K	Buy	+1,346	New	+$152K	0.02%	212

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Physician Wealth Advisors's DUK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Duke Energy (DUK) stake by 4.2% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,995 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #187.

Physician Wealth Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 862 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Physician Wealth Advisors held 1,995 shares of Duke Energy worth $253K as of Q2 2026.
Physician Wealth Advisors bought 81 Duke Energy shares in Q2 2026, an estimated $10.2K.
Duke Energy made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Physician Wealth Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
862 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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