TWM
DUK icon

Trueblood Wealth Management’s Duke Energy DUK Stock Holding History

Trueblood 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 		$483K Buy
3,813
+26
+0.7% +$3.28K 0.17% 162
2026
Q1 		$496K Sell
3,787
-278
-7% -$34.8K 0.19% 150
2025
Q4 		$477K Sell
4,065
-155
-4% -$18.9K 0.19% 155
2025
Q3 		$522K Buy
4,220
+4
+0.1% +$485 0.2% 144
2025
Q2 		$497K Buy
4,216
+4
+0.1% +$472 0.21% 140
2025
Q1 		$514K Sell
4,212
-65
-2% -$7.41K 0.24% 129
2024
Q4 		$461K Sell
4,277
-125
-3% -$14.2K 0.23% 139
2024
Q3 		$508K Sell
4,402
-37
-0.8% -$4.12K 0.25% 124
2024
Q2 		$445K Sell
4,439
-76
-2% -$7.6K 0.25% 120
2024
Q1 		$437K Buy
4,515
+100
+2% +$9.49K 0.25% 115
2023
Q4 		$428K Buy
+4,415
New +$402K 0.27% 113

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

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

Trueblood Wealth Management increased its Duke Energy (DUK) stake by 0.69% in Q2 2026, buying an estimated $3.28K and bringing the position to 3,813 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #162.

Trueblood Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q3 2025. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Trueblood Wealth Management held 3,813 shares of Duke Energy worth $483K as of Q2 2026.
  • Trueblood Wealth Management bought 26 Duke Energy shares in Q2 2026, an estimated $3.28K.
  • Duke Energy made up 0.17% of Trueblood Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Trueblood Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Duke Energy position peaked at $522K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.