TWD
DUK icon

True Wealth Design’s Duke Energy DUK Stock Holding History

True Wealth Design’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 		$103K Buy
817
+127
+18% +$16K 0.02% 250
2026
Q1 		$90.3K Buy
690
+572
+485% +$71.5K 0.03% 237
2025
Q4 		$13.8K Sell
118
-16
-12% -$1.95K ﹤0.01% 740
2025
Q3 		$16.6K Buy
134
+27
+25% +$3.28K 0.01% 673
2025
Q2 		$12.6K Buy
107
+21
+24% +$2.48K ﹤0.01% 497
2025
Q1 		$10.5K Buy
86
+58
+207% +$6.61K ﹤0.01% 460
2024
Q4 		$3.02K Buy
28
+11
+65% +$1.25K ﹤0.01% 640
2024
Q3 		$1.96K Sell
17
-202
-92% -$22.5K ﹤0.01% 789
2024
Q2 		$21.9K Buy
219
+88
+67% +$8.8K 0.01% 207
2024
Q1 		$12.7K Sell
131
-52
-28% -$4.93K ﹤0.01% 236
2023
Q4 		$17.7K Buy
183
+60
+49% +$5.46K 0.01% 210
2023
Q3 		$10.8K Sell
123
-67
-35% -$6.14K ﹤0.01% 203
2023
Q2 		$17.1K Sell
190
-39
-17% -$3.68K 0.01% 195
2023
Q1 		$22.1K Buy
229
+70
+44% +$6.92K 0.01% 196
2022
Q4 		$16.4K Buy
+159
New +$15.3K 0.01% 196

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

True Wealth Design's DUK Position: Q2 2026 in Review

True Wealth Design increased its Duke Energy (DUK) stake by 18% in Q2 2026, buying an estimated $16K and bringing the position to 817 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #250.

True Wealth Design first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • True Wealth Design held 817 shares of Duke Energy worth $103K as of Q2 2026.
  • True Wealth Design bought 127 Duke Energy shares in Q2 2026, an estimated $16K.
  • Duke Energy made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #250 holding.
  • True Wealth Design first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.