SWM
DUK icon

Spire Wealth Management’s Duke Energy DUK Stock Holding History

Spire 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 		$457K Buy
3,609
+188
+5% +$23.7K 0.01% 574
2026
Q1 		$448K Buy
3,421
+399
+13% +$49.9K 0.02% 572
2025
Q4 		$354K Sell
3,022
-1,947
-39% -$238K 0.01% 635
2025
Q3 		$615K Sell
4,969
-499
-9% -$60.6K 0.02% 479
2025
Q2 		$645K Sell
5,468
-1,699
-24% -$200K 0.02% 457
2025
Q1 		$874K Buy
7,167
+701
+11% +$79.9K 0.03% 429
2024
Q4 		$697K Buy
6,466
+55
+0.9% +$6.23K 0.02% 479
2024
Q3 		$739K Sell
6,411
-253
-4% -$28.2K 0.02% 438
2024
Q2 		$668K Sell
6,664
-2,443
-27% -$244K 0.02% 426
2024
Q1 		$881K Sell
9,107
-597
-6% -$56.6K 0.02% 400
2023
Q4 		$927K Sell
9,704
-292
-3% -$26.6K 0.03% 380
2023
Q3 		$882K Buy
9,996
+207
+2% +$19K 0.03% 360
2023
Q2 		$878K Sell
9,789
-116
-1% -$10.9K 0.03% 370
2023
Q1 		$956K Buy
9,905
+3,048
+44% +$301K 0.04% 350
2022
Q4 		$706K Buy
6,857
+1,574
+30% +$151K 0.04% 289
2022
Q3 		$491K Sell
5,283
-9,288
-64% -$998K 0.03% 331
2022
Q2 		$1.56M Sell
14,571
-3,451
-19% -$379K 0.06% 242
2022
Q1 		$2.01M Sell
18,022
-9,352
-34% -$971K 0.05% 271
2021
Q4 		$2.87M Buy
27,374
+5,711
+26% +$579K 0.06% 257
2021
Q3 		$2.11M Buy
21,663
+384
+2% +$39.8K 0.06% 273
2021
Q2 		$2.1M Sell
21,279
-6,752
-24% -$678K 0.06% 279
2021
Q1 		$2.68M Buy
+28,031
New +$2.56M 0.07% 231

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Spire Wealth Management increased its Duke Energy (DUK) stake by 5.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 3,609 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #574.

Spire Wealth Management first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.87M in Q4 2021. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Spire Wealth Management held 3,609 shares of Duke Energy worth $457K as of Q2 2026.
  • Spire Wealth Management bought 188 Duke Energy shares in Q2 2026, an estimated $23.7K.
  • Duke Energy made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Spire Wealth Management first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Duke Energy position peaked at $2.87M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.