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Semus Wealth Partners’s Duke Energy DUK Stock Holding History

Semus 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 		$245K Buy
1,933
+16
+0.8% +$2.02K 0.12% 98
2026
Q1 		$251K Buy
1,917
+14
+0.7% +$1.75K 0.14% 92
2025
Q4 		$223K Buy
1,903
+17
+0.9% +$2.08K 0.12% 99
2025
Q3 		$233K Sell
1,886
-60
-3% -$7.28K 0.13% 99
2025
Q2 		$230K Sell
1,946
-58
-3% -$6.84K 0.15% 100
2025
Q1 		$244K Buy
2,004
+16
+0.8% +$1.82K 0.17% 92
2024
Q4 		$214K Buy
1,988
+81
+4% +$9.18K 0.14% 105
2024
Q3 		$220K Buy
+1,907
New +$212K 0.15% 109
2023
Q3 		– Sell
-2,463
Closed -$221K – 118
2023
Q2 		$221K Buy
2,463
+25
+1% +$2.36K 0.2% 104
2023
Q1 		$235K Buy
2,438
+49
+2% +$4.84K 0.25% 94
2022
Q4 		$246K Buy
+2,389
New +$229K 0.3% 86

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Semus Wealth Partners increased its Duke Energy (DUK) stake by 0.83% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,933 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #98.

Semus Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 11 quarters since. The position peaked at $251K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Semus Wealth Partners held 1,933 shares of Duke Energy worth $245K as of Q2 2026.
  • Semus Wealth Partners bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.12% of Semus Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Semus Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 11 quarters since.
  • Semus Wealth Partners's Duke Energy position peaked at $251K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.