SpringVest Wealth Management’s Duke Energy DUK Stock Holding History

SpringVest 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	$342K	Buy	2,699 +8	+0.3%	+$1.01K	0.21%	56
2026 Q1	$352K	Buy	2,691 +10	+0.4%	+$1.25K	0.24%	49
2025 Q4	$314K	Buy	2,681 +7	+0.3%	+$855	0.22%	50
2025 Q3	$331K	Sell	2,674 -15	-0.6%	-$1.82K	0.24%	48
2025 Q2	$317K	Sell	2,689 -225	-8%	-$26.6K	0.26%	49
2025 Q1	$355K	Sell	2,914 -105	-3%	-$12K	0.29%	46
2024 Q4	$325K	Buy	+3,019	New	+$342K	0.28%	44

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SpringVest Wealth Management increased its Duke Energy (DUK) stake by 0.3% in Q2 2026, buying an estimated $1.01K and bringing the position to 2,699 shares worth $342K. The position accounts for 0.21% of the portfolio, ranked #56.

SpringVest Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q1 2025. 907 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

SpringVest Wealth Management held 2,699 shares of Duke Energy worth $342K as of Q2 2026.
SpringVest Wealth Management bought 8 Duke Energy shares in Q2 2026, an estimated $1.01K.
Duke Energy made up 0.21% of SpringVest Wealth Management's portfolio in Q2 2026, its #56 holding.
SpringVest Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Duke Energy position peaked at $355K in Q1 2025.
907 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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