QWM
DUK icon

Quaker Wealth Management’s Duke Energy DUK Stock Holding History

Quaker 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
2025
Q2 		– Sell
-16
Closed -$1.95K – 1104
2025
Q1 		$1.95K Buy
+16
New +$1.82K ﹤0.01% 412

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

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

Quaker Wealth Management increased its Duke Energy (DUK) stake by 41% in Q2 2026, buying an estimated $1.14K and bringing the position to 31 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Quaker Wealth Management first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.92K in Q4 2025. 834 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Quaker Wealth Management held 31 shares of Duke Energy worth $3.92K as of Q2 2026.
  • Quaker Wealth Management bought 9 Duke Energy shares in Q2 2026, an estimated $1.14K.
  • Duke Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Quaker Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Duke Energy position peaked at $4.92K in Q4 2025.
  • 834 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.