Turtle Creek Wealth Advisors’s Duke Energy DUK Stock Holding History

Turtle Creek 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	$5.89M	Buy	46,544 +7,754	+20%	+$978K	0.31%	71
2026 Q1	$5.08M	Buy	38,790 +134	+0.3%	+$16.8K	0.38%	67
2025 Q4	$4.53M	Buy	38,656 +5,055	+15%	+$617K	0.36%	74
2025 Q3	$4.16M	Buy	33,601 +1,459	+5%	+$177K	0.37%	70
2025 Q2	$3.79M	Buy	32,142 +4,080	+15%	+$481K	0.45%	61
2025 Q1	$3.42M	Buy	+28,062	New	+$3.2M	0.51%	60
2024 Q1	–	Sell	-1,237	Closed	-$120K	–	372
2023 Q4	$120K	Buy	+1,237	New	+$113K	0.04%	178

Other funds holding DUK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Turtle Creek Wealth Advisors's DUK Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Duke Energy (DUK) stake by 20% in Q2 2026, buying an estimated $978K and bringing the position to 46,544 shares worth $5.89M. The position accounts for 0.31% of the portfolio, ranked #71.

Turtle Creek Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 7 quarters since. 1,337 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Turtle Creek Wealth Advisors held 46,544 shares of Duke Energy worth $5.89M as of Q2 2026.
Turtle Creek Wealth Advisors bought 7,754 Duke Energy shares in Q2 2026, an estimated $978K.
Duke Energy made up 0.31% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Turtle Creek Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 7 quarters since.
1,337 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.