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Revolve Wealth Partners’s Duke Energy DUK Stock Holding History

Revolve 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 		$429K Buy
3,389
+252
+8% +$31.8K 0.04% 215
2026
Q1 		$411K Buy
3,137
+242
+8% +$30.3K 0.05% 150
2025
Q4 		$339K Sell
2,895
-58
-2% -$7.08K 0.04% 168
2025
Q3 		$365K Buy
2,953
+117
+4% +$14.2K 0.04% 160
2025
Q2 		$335K Sell
2,836
-198
-7% -$23.4K 0.04% 157
2025
Q1 		$370K Buy
3,034
+84
+3% +$9.57K 0.05% 144
2024
Q4 		$318K Sell
2,950
-325
-10% -$36.8K 0.05% 159
2024
Q3 		$378K Buy
3,275
+125
+4% +$13.9K 0.06% 133
2024
Q2 		$316K Sell
3,150
-114
-3% -$11.4K 0.05% 130
2024
Q1 		$316K Buy
3,264
+51
+2% +$4.84K 0.05% 127
2023
Q4 		$312K Sell
3,213
-330
-9% -$30K 0.06% 120
2023
Q3 		$313K Sell
3,543
-171
-5% -$15.7K 0.07% 118
2023
Q2 		$333K Buy
3,714
+11
+0.3% +$1.04K 0.08% 105
2023
Q1 		$357K Buy
3,703
+123
+3% +$12.2K 0.09% 99
2022
Q4 		$369K Sell
3,580
-516
-13% -$49.5K 0.11% 94
2022
Q3 		$381K Buy
4,096
+104
+3% +$11.2K 0.13% 80
2022
Q2 		$428K Buy
3,992
+20
+0.5% +$2.2K 0.14% 75
2022
Q1 		$444K Buy
3,972
+33
+0.8% +$3.43K 0.13% 78
2021
Q4 		$413K Buy
+3,939
New +$399K 0.12% 87

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Revolve Wealth Partners increased its Duke Energy (DUK) stake by 8% in Q2 2026, buying an estimated $31.8K and bringing the position to 3,389 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #215.

Revolve Wealth Partners first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $444K in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Revolve Wealth Partners held 3,389 shares of Duke Energy worth $429K as of Q2 2026.
  • Revolve Wealth Partners bought 252 Duke Energy shares in Q2 2026, an estimated $31.8K.
  • Duke Energy made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Revolve Wealth Partners first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Duke Energy position peaked at $444K in Q1 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.