Precedent Wealth Partners’s Duke Energy DUK Stock Holding History

Precedent Wealth Partners’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	$2.7M	Buy	21,328 +4,405	+26%	+$556K	0.45%	65
2026 Q1	$2.22M	Buy	16,923 +804	+5%	+$101K	0.44%	69
2025 Q4	$1.89M	Buy	16,119 +1,205	+8%	+$147K	0.4%	77
2025 Q3	$1.85M	Buy	14,914 +961	+7%	+$117K	0.41%	75
2025 Q2	$1.65M	Buy	13,953 +1,710	+14%	+$202K	0.4%	74
2025 Q1	$1.49M	Buy	12,243 +2,215	+22%	+$252K	0.41%	73
2024 Q4	$1.08M	Buy	10,028 +144	+1%	+$16.3K	0.35%	83
2024 Q3	$1.14M	Buy	9,884 +1,409	+17%	+$157K	0.38%	72
2024 Q2	$849K	Buy	8,475 +931	+12%	+$93.1K	0.34%	78
2024 Q1	$730K	Buy	7,544 +886	+13%	+$84.1K	0.31%	80
2023 Q4	$646K	Buy	+6,658	New	+$606K	0.33%	79

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Precedent Wealth Partners's DUK Position: Q2 2026 in Review

Precedent Wealth Partners increased its Duke Energy (DUK) stake by 26% in Q2 2026, buying an estimated $556K and bringing the position to 21,328 shares worth $2.7M. The position accounts for 0.45% of the portfolio, ranked #65.

Precedent Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Precedent Wealth Partners held 21,328 shares of Duke Energy worth $2.7M as of Q2 2026.
Precedent Wealth Partners bought 4,405 Duke Energy shares in Q2 2026, an estimated $556K.
Duke Energy made up 0.45% of Precedent Wealth Partners's portfolio in Q2 2026, its #65 holding.
Precedent Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.