RWM
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Riverbend Wealth Management’s Duke Energy DUK Stock Holding History

Riverbend 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 		$325K Buy
2,567
+105
+4% +$13.2K 0.16% 141
2026
Q1 		$322K Buy
2,462
+193
+9% +$24.1K 0.18% 125
2025
Q4 		$266K Buy
2,269
+243
+12% +$29.7K 0.17% 132
2025
Q3 		$251K Buy
2,026
+91
+5% +$11K 0.18% 119
2025
Q2 		$228K Sell
1,935
-611
-24% -$72.1K 0.17% 124
2025
Q1 		$311K Buy
2,546
+22
+0.9% +$2.51K 0.28% 92
2024
Q4 		$274K Buy
+2,524
New +$286K 0.24% 96

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

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

Riverbend Wealth Management increased its Duke Energy (DUK) stake by 4.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,567 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #141.

Riverbend Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Riverbend Wealth Management held 2,567 shares of Duke Energy worth $325K as of Q2 2026.
  • Riverbend Wealth Management bought 105 Duke Energy shares in Q2 2026, an estimated $13.2K.
  • Duke Energy made up 0.16% of Riverbend Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Riverbend Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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