TA
DUK icon

TrueWealth Advisors’s Duke Energy DUK Stock Holding History

TrueWealth 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 		$773K Buy
6,110
+665
+12% +$83.9K 0.17% 112
2026
Q1 		$713K Buy
5,445
+1,246
+30% +$156K 0.18% 107
2025
Q4 		$492K Buy
4,199
+350
+9% +$42.7K 0.13% 133
2025
Q3 		$476K Buy
3,849
+1,583
+70% +$192K 0.13% 136
2025
Q2 		$267K Sell
2,266
-12
-0.5% -$1.42K 0.08% 189
2025
Q1 		$278K Sell
2,278
-15
-0.7% -$1.71K 0.09% 171
2024
Q4 		$247K Buy
2,293
+6
+0.3% +$680 0.08% 194
2024
Q3 		$264K Buy
2,287
+43
+2% +$4.79K 0.09% 185
2024
Q2 		$225K Sell
2,244
-185
-8% -$18.5K 0.08% 209
2024
Q1 		$235K Buy
2,429
+143
+6% +$13.6K 0.09% 184
2023
Q4 		$222K Buy
2,286
+17
+0.7% +$1.55K 0.09% 177
2023
Q3 		$200K Sell
2,269
-5
-0.2% -$458 0.08% 193
2023
Q2 		$204K Sell
2,274
-143
-6% -$13.5K 0.08% 183
2023
Q1 		$233K Buy
2,417
+1
+0% +$99 0.1% 163
2022
Q4 		$249K Sell
2,416
-21
-0.9% -$2.02K 0.11% 148
2022
Q3 		$227K Buy
2,437
+10
+0.4% +$1.07K 0.11% 140
2022
Q2 		$260K Buy
2,427
+378
+18% +$41.6K 0.12% 132
2022
Q1 		$215K Hold
2,049
– – 0.1% 165
2021
Q4 		$215K Buy
+2,049
New +$208K 0.1% 165

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

TrueWealth Advisors's DUK Position: Q2 2026 in Review

TrueWealth Advisors increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $83.9K and bringing the position to 6,110 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #112.

TrueWealth Advisors first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. 953 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • TrueWealth Advisors held 6,110 shares of Duke Energy worth $773K as of Q2 2026.
  • TrueWealth Advisors bought 665 Duke Energy shares in Q2 2026, an estimated $83.9K.
  • Duke Energy made up 0.17% of TrueWealth Advisors's portfolio in Q2 2026, its #112 holding.
  • TrueWealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • 953 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.