TRUE Private Wealth Advisors’s Duke Energy DUK Stock Holding History

TRUE Private Wealth Advisors’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	$446K	Sell	3,522 -63	-2%	-$7.95K	0.04%	188
2026 Q1	$469K	Sell	3,585 -2	-0.1%	-$250	0.04%	171
2025 Q4	$420K	Buy	3,587 +9	+0.3%	+$1.1K	0.04%	175
2025 Q3	$443K	Buy	3,578 +6	+0.2%	+$728	0.05%	171
2025 Q2	$421K	Buy	3,572 +102	+3%	+$12K	0.05%	167
2025 Q1	$423K	Buy	3,470 +170	+5%	+$19.4K	0.05%	145
2024 Q4	$356K	Sell	3,300 -42	-1%	-$4.76K	0.04%	162
2024 Q3	$385K	Sell	3,342 -63	-2%	-$7.01K	0.05%	143
2024 Q2	$341K	Sell	3,405 -206	-6%	-$20.6K	0.04%	206
2024 Q1	$349K	Sell	3,611 -6	-0.2%	-$569	0.04%	212
2023 Q4	$351K	Buy	3,617 +209	+6%	+$19K	0.04%	203
2023 Q3	$301K	Buy	3,408 +848	+33%	+$77.7K	0.04%	191
2023 Q2	$230K	Buy	2,560 +281	+12%	+$26.5K	0.03%	212
2023 Q1	$220K	Buy	2,279 +5	+0.2%	+$494	0.03%	209
2022 Q4	$234K	Buy	2,274 +61	+3%	+$5.86K	0.04%	195
2022 Q3	$205K	Sell	2,213 -8	-0.4%	-$859	0.03%	202
2022 Q2	$238K	Buy	2,221 +137	+7%	+$15.1K	0.03%	193
2022 Q1	$230K	Buy	2,084 +13	+0.6%	+$1.35K	0.03%	218
2021 Q4	$217K	Buy	+2,071	New	+$210K	0.03%	246
2021 Q1	–	Sell	-851	Closed	-$77K	–	361
2020 Q4	$77K	Sell	851 -97	-10%	-$8.97K	0.01%	306
2020 Q3	$83K	Buy	948 +428	+82%	+$35.3K	0.01%	274
2020 Q2	$41K	Buy	520 +118	+29%	+$9.97K	0.01%	337
2020 Q1	$32K	Buy	402 +225	+127%	+$20.7K	0.01%	331
2019 Q4	$16K	Buy	+177	New	+$16.2K	﹤0.01%	521
2019 Q3	–	Sell	-2,083	Closed	-$183K	–	358
2019 Q2	$183K	Buy	+2,083	New	+$184K	0.03%	204
2019 Q1	–	Sell	-2,336	Closed	-$201K	–	218
2018 Q4	$201K	Buy	2,336 +851	+57%	+$72.4K	0.04%	224
2018 Q3	$119K	Buy	+1,485	New	+$120K	0.02%	326

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TRUE Private Wealth Advisors's DUK Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $7.95K and leaving 3,522 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #188.

TRUE Private Wealth Advisors first reported a position in DUK in Q3 2018 and has held it in 27 quarters since. The position peaked at $469K in Q1 2026. 894 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

TRUE Private Wealth Advisors held 3,522 shares of Duke Energy worth $446K as of Q2 2026.
TRUE Private Wealth Advisors sold 63 Duke Energy shares in Q2 2026, an estimated $7.95K.
Duke Energy made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #188 holding.
TRUE Private Wealth Advisors first reported a position in Duke Energy in Q3 2018 and has held it in 27 quarters since.
TRUE Private Wealth Advisors's Duke Energy position peaked at $469K in Q1 2026.
894 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.