VWM
DUK icon

Vermillion Wealth Management’s Duke Energy DUK Stock Holding History

Vermillion 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 		$31.6K Sell
250
-38
-13% -$4.79K 0.01% 751
2026
Q1 		$37.7K Buy
288
+38
+15% +$4.75K 0.01% 234
2025
Q4 		$29.3K Hold
250
– – 0.01% 249
2025
Q3 		$30.9K Hold
250
– – 0.01% 713
2025
Q2 		$29.5K Hold
250
– – 0.01% 222
2025
Q1 		$30.5K Hold
250
– – 0.01% 602
2024
Q4 		$26.9K Buy
+250
New +$28.3K 0.01% 233

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

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

Vermillion Wealth Management reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $4.79K and leaving 250 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #751.

Vermillion Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.7K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vermillion Wealth Management held 250 shares of Duke Energy worth $31.6K as of Q2 2026.
  • Vermillion Wealth Management sold 38 Duke Energy shares in Q2 2026, an estimated $4.79K.
  • Duke Energy made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Vermillion Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Duke Energy position peaked at $37.7K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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