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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Semus Wealth Partners's DUK Position: Q1 2026 in Review

Semus Wealth Partners increased its Duke Energy (DUK) stake by 0.74% in Q1 2026, buying an estimated $1.75K and bringing the position to 1,917 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #92.

Semus Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Semus Wealth Partners held 1,917 shares of Duke Energy worth $251K as of Q1 2026.
  • Semus Wealth Partners bought 14 Duke Energy shares in Q1 2026, an estimated $1.75K.
  • Duke Energy made up 0.14% of Semus Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Semus Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.