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Premier Path Wealth Partners’s Duke Energy DUK Stock Holding History

Premier Path 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 		$727K Buy
5,745
+29
+0.5% +$3.66K 0.08% 204
2026
Q1 		$748K Buy
5,716
+693
+14% +$86.6K 0.1% 197
2025
Q4 		$589K Buy
5,023
+35
+0.7% +$4.27K 0.08% 235
2025
Q3 		$617K Buy
4,988
+292
+6% +$35.4K 0.08% 236
2025
Q2 		$554K Buy
4,696
+715
+18% +$84.4K 0.08% 231
2025
Q1 		$486K Buy
3,981
+8
+0.2% +$912 0.08% 234
2024
Q4 		$428K Buy
3,973
+418
+12% +$47.4K 0.07% 251
2024
Q3 		$410K Buy
3,555
+53
+2% +$5.9K 0.06% 257
2024
Q2 		$351K Buy
3,502
+395
+13% +$39.5K 0.06% 269
2024
Q1 		$300K Buy
3,107
+137
+5% +$13K 0.06% 273
2023
Q4 		$288K Buy
+2,970
New +$270K 0.06% 268

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Premier Path Wealth Partners's DUK Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Duke Energy (DUK) stake by 0.51% in Q2 2026, buying an estimated $3.66K and bringing the position to 5,745 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #204.

Premier Path Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $748K in Q1 2026. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Premier Path Wealth Partners held 5,745 shares of Duke Energy worth $727K as of Q2 2026.
  • Premier Path Wealth Partners bought 29 Duke Energy shares in Q2 2026, an estimated $3.66K.
  • Duke Energy made up 0.08% of Premier Path Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Premier Path Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Duke Energy position peaked at $748K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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