Q1WB
DUK icon

Quest 10 Wealth Builders’s Duke Energy DUK Stock Holding History

Quest 10 Wealth Builders’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 		$675K Buy
5,330
+81
+2% +$10.2K 0.52% 48
2026
Q1 		$687K Sell
5,249
-72
-1% -$9K 0.6% 41
2025
Q4 		$624K Sell
5,321
-92
-2% -$11.2K 0.56% 46
2025
Q3 		$670K Sell
5,413
-140
-3% -$17K 0.62% 44
2025
Q2 		$655K Buy
5,553
+252
+5% +$29.7K 0.64% 39
2025
Q1 		$647K Sell
5,301
-147
-3% -$16.8K 0.69% 40
2024
Q4 		$587K Buy
+5,448
New +$617K 0.58% 48

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Quest 10 Wealth Builders's DUK Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Duke Energy (DUK) stake by 1.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 5,330 shares worth $675K. The position accounts for 0.52% of the portfolio, ranked #48.

Quest 10 Wealth Builders first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $687K in Q1 2026. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Quest 10 Wealth Builders held 5,330 shares of Duke Energy worth $675K as of Q2 2026.
  • Quest 10 Wealth Builders bought 81 Duke Energy shares in Q2 2026, an estimated $10.2K.
  • Duke Energy made up 0.52% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #48 holding.
  • Quest 10 Wealth Builders first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Duke Energy position peaked at $687K in Q1 2026.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.