SW
DUK icon

SVB Wealth’s Duke Energy DUK Stock Holding History

SVB Wealth’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 		$5.42M Sell
42,831
-2,965
-6% -$374K 0.34% 64
2026
Q1 		$6M Buy
45,796
+19,468
+74% +$2.43M 0.4% 58
2025
Q4 		$3.09M Sell
26,328
-1,155
-4% -$141K 0.18% 109
2025
Q3 		$3.4M Sell
27,483
-1,059
-4% -$129K 0.18% 107
2025
Q2 		$3.37M Buy
28,542
+851
+3% +$100K 0.18% 116
2025
Q1 		$3.38M Buy
27,691
+6,978
+34% +$795K 0.14% 86
2024
Q4 		$2.23M Buy
+20,713
New +$2.35M 0.04% 218
2024
Q3 		– Sell
-22,159
Closed -$2.22M – 177
2024
Q2 		$2.22M Sell
22,159
-1,304
-6% -$130K 0.06% 221
2024
Q1 		$2.27M Buy
23,463
+1,051
+5% +$99.7K 0.05% 232
2023
Q4 		$2.17M Buy
22,412
+382
+2% +$34.7K 0.05% 231
2023
Q3 		$1.94M Sell
22,030
-959
-4% -$87.9K 0.04% 229
2023
Q2 		$2.06M Sell
22,989
-3,368
-13% -$318K 0.04% 237
2023
Q1 		$2.54M Buy
26,357
+166
+0.6% +$16.4K 0.04% 235
2022
Q4 		$2.7M Buy
26,191
+2,245
+9% +$216K 0.04% 229
2022
Q3 		$2.23M Buy
23,946
+3,384
+16% +$363K 0.03% 244
2022
Q2 		$2.2M Buy
20,562
+1,645
+9% +$181K 0.03% 211
2022
Q1 		$2.11M Sell
18,917
-178
-0.9% -$18.5K 0.03% 223
2021
Q4 		$2M Sell
19,095
-4,334
-18% -$439K 0.03% 222
2021
Q3 		$2.29M Buy
23,429
+3,011
+15% +$312K 0.03% 236
2021
Q2 		$2.02M Sell
20,418
-119
-0.6% -$12K 0.03% 256
2021
Q1 		$1.98M Sell
20,537
-174
-0.8% -$15.9K 0.03% 242
2020
Q4 		$1.9M Buy
20,711
+1,531
+8% +$142K 0.03% 245
2020
Q3 		$1.7M Buy
19,180
+643
+3% +$53K 0.03% 231
2020
Q2 		$1.48M Buy
18,537
+904
+5% +$76.4K 0.03% 230
2020
Q1 		$1.43M Sell
17,633
-1,696
-9% -$156K 0.03% 203
2019
Q4 		$1.76M Buy
19,329
+1,194
+7% +$109K 0.03% 231
2019
Q3 		$1.74M Sell
18,135
-441
-2% -$40.1K 0.03% 220
2019
Q2 		$1.64M Sell
18,576
-2,774
-13% -$245K 0.06% 231
2019
Q1 		$1.92M Sell
21,350
-1,687
-7% -$149K 0.08% 165
2018
Q4 		$1.99M Sell
23,037
-924
-4% -$78.6K 0.08% 154
2018
Q3 		$1.92M Sell
23,961
-4,227
-15% -$342K 0.07% 178
2018
Q2 		$2.23M Sell
28,188
-2,223
-7% -$171K 0.09% 162
2018
Q1 		$2.36M Sell
30,411
-1,702
-5% -$132K 0.09% 165
2017
Q4 		$2.7M Buy
32,113
+5,136
+19% +$449K 0.1% 152
2017
Q3 		$2.26M Sell
26,977
-1,617
-6% -$138K 0.09% 170
2017
Q2 		$2.39M Buy
28,594
+603
+2% +$50.7K 0.09% 170
2017
Q1 		$2.3M Sell
27,991
-1,278
-4% -$102K 0.09% 173
2016
Q4 		$2.27M Sell
29,269
-2,742
-9% -$210K 0.09% 175
2016
Q3 		$2.56M Sell
32,011
-1,508
-4% -$125K 0.1% 169
2016
Q2 		$2.88M Sell
33,519
-2,778
-8% -$222K 0.12% 160
2016
Q1 		$2.93M Buy
36,297
+3,503
+11% +$265K 0.12% 158
2015
Q4 		$2.34M Sell
32,794
-8,348
-20% -$587K 0.09% 185
2015
Q3 		$2.96M Sell
41,142
-4,919
-11% -$356K 0.11% 167
2015
Q2 		$3.25M Sell
46,061
-3,374
-7% -$255K 0.11% 179
2015
Q1 		$3.8M Sell
49,435
-10,353
-17% -$840K 0.12% 167
2014
Q4 		$5M Buy
+59,788
New +$4.82M 0.16% 144

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SVB Wealth's DUK Position: Q2 2026 in Review

SVB Wealth reduced its Duke Energy (DUK) stake by 6.5% in Q2 2026, selling an estimated $374K and leaving 42,831 shares worth $5.42M. The position accounts for 0.34% of the portfolio, ranked #64.

SVB Wealth first reported a position in DUK in Q4 2014 and has held it in 46 quarters since. The position peaked at $6M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SVB Wealth held 42,831 shares of Duke Energy worth $5.42M as of Q2 2026.
  • SVB Wealth sold 2,965 Duke Energy shares in Q2 2026, an estimated $374K.
  • Duke Energy made up 0.34% of SVB Wealth's portfolio in Q2 2026, its #64 holding.
  • SVB Wealth first reported a position in Duke Energy in Q4 2014 and has held it in 46 quarters since.
  • SVB Wealth's Duke Energy position peaked at $6M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.