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Salvus Wealth Management’s Duke Energy DUK Stock Holding History

Salvus 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 		$467K Buy
3,691
+490
+15% +$61.8K 0.26% 92
2026
Q1 		$419K Buy
3,201
+309
+11% +$38.6K 0.24% 93
2025
Q4 		$339K Buy
2,892
+66
+2% +$8.06K 0.19% 102
2025
Q3 		$350K Buy
2,826
+491
+21% +$59.6K 0.2% 102
2025
Q2 		$276K Buy
2,335
+71
+3% +$8.38K 0.16% 104
2025
Q1 		$276K Buy
2,264
+216
+11% +$24.6K 0.17% 103
2024
Q4 		$221K Buy
2,048
+30
+1% +$3.4K 0.14% 108
2024
Q3 		$233K Buy
+2,018
New +$225K 0.14% 109

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

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

Salvus Wealth Management increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $61.8K and bringing the position to 3,691 shares worth $467K. The position accounts for 0.26% of the portfolio, ranked #92.

Salvus Wealth Management first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Salvus Wealth Management held 3,691 shares of Duke Energy worth $467K as of Q2 2026.
  • Salvus Wealth Management bought 490 Duke Energy shares in Q2 2026, an estimated $61.8K.
  • Duke Energy made up 0.26% of Salvus Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Salvus Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.