Revisor Wealth Management’s Duke Energy DUK Stock Holding History

Revisor 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
2026 Q2	$1.17M	Sell	9,214 -1,719	-16%	-$217K	0.28%	91
2026 Q1	$1.43M	Sell	10,933 -51	-0.5%	-$6.38K	0.4%	54
2025 Q4	$1.29M	Buy	10,984 +3,835	+54%	+$468K	0.35%	65
2025 Q3	$892K	Sell	7,149 -12	-0.2%	-$1.46K	0.31%	71
2025 Q2	$846K	Buy	7,161 +3,466	+94%	+$409K	0.31%	73
2025 Q1	$451K	Buy	3,695 +1,641	+80%	+$187K	0.2%	125
2024 Q4	$228K	Sell	2,054 -1,740	-46%	-$197K	0.21%	103
2024 Q3	$437K	Sell	3,794 -615	-14%	-$68.5K	0.27%	81
2024 Q2	$442K	Sell	4,409 -1,437	-25%	-$144K	0.31%	67
2024 Q1	$566K	Buy	+5,846	New	+$555K	0.26%	103

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

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

Revisor Wealth Management reduced its Duke Energy (DUK) stake by 16% in Q2 2026, selling an estimated $217K and leaving 9,214 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #91.

Revisor Wealth Management first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.43M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Revisor Wealth Management held 9,214 shares of Duke Energy worth $1.17M as of Q2 2026.
Revisor Wealth Management sold 1,719 Duke Energy shares in Q2 2026, an estimated $217K.
Duke Energy made up 0.28% of Revisor Wealth Management's portfolio in Q2 2026, its #91 holding.
Revisor Wealth Management first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
Revisor Wealth Management's Duke Energy position peaked at $1.43M in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.