Richwood Investment Advisors’s Duke Energy DUK Stock Holding History

Richwood Investment Advisors’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	$301K	Buy	2,375 +600	+34%	+$75.7K	0.21%	88
2026 Q1	$232K	Buy	1,775 +90	+5%	+$11.3K	0.18%	93
2025 Q4	$205K	Hold	1,685	–	–	0.15%	104
2025 Q3	$209K	Buy	+1,685	New	+$204K	0.16%	99
2025 Q2	–	Sell	-1,685	Closed	-$206K	–	101
2025 Q1	$206K	Buy	+1,685	New	+$192K	0.17%	96
2022 Q1	–	Sell	-1,515	Closed	-$159K	–	152
2021 Q4	$159K	Buy	+1,515	New	+$154K	0.14%	116

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Milford Funds Auckland $6.14B AUM

Richwood Investment Advisors's DUK Position: Q2 2026 in Review

Richwood Investment Advisors increased its Duke Energy (DUK) stake by 34% in Q2 2026, buying an estimated $75.7K and bringing the position to 2,375 shares worth $301K. The position accounts for 0.21% of the portfolio, ranked #88.

Richwood Investment Advisors first reported a position in DUK in Q4 2021 and has held it in 6 quarters since. 1,122 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Richwood Investment Advisors held 2,375 shares of Duke Energy worth $301K as of Q2 2026.
Richwood Investment Advisors bought 600 Duke Energy shares in Q2 2026, an estimated $75.7K.
Duke Energy made up 0.21% of Richwood Investment Advisors's portfolio in Q2 2026, its #88 holding.
Richwood Investment Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 6 quarters since.
1,122 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.