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Virginia Wealth Management Group’s Duke Energy DUK Stock Holding History

Virginia Wealth Management Group’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 		$5.09M Buy
40,238
+349
+0.9% +$44K 2.54% 18
2026
Q1 		$5.22M Buy
39,889
+359
+0.9% +$44.9K 2.8% 12
2025
Q4 		$4.63M Buy
39,530
+272
+0.7% +$33.2K 2.71% 17
2025
Q3 		$4.86M Buy
39,258
+93
+0.2% +$11.3K 2.8% 15
2025
Q2 		$4.62M Buy
39,165
+64
+0.2% +$7.55K 2.81% 12
2025
Q1 		$4.77M Sell
39,101
-239
-0.6% -$27.2K 2.95% 8
2024
Q4 		$4.24M Buy
39,340
+339
+0.9% +$38.4K 2.62% 16
2024
Q3 		$4.5M Buy
39,001
+8,205
+27% +$913K 2.82% 12
2024
Q2 		$3.09M Sell
30,796
-176
-0.6% -$17.6K 2.53% 16
2024
Q1 		$3M Buy
30,972
+8,015
+35% +$760K 2.45% 20
2023
Q4 		$2.23M Sell
22,957
-5,070
-18% -$461K 1.95% 27
2023
Q3 		$2.47M Buy
28,027
+228
+0.8% +$20.9K 1.67% 31
2023
Q2 		$2.49M Sell
27,799
-87
-0.3% -$8.21K 1.71% 28
2023
Q1 		$2.69M Buy
27,886
+725
+3% +$71.6K 1.85% 28
2022
Q4 		$2.8M Sell
27,161
-459
-2% -$44.1K 1.94% 25
2022
Q3 		$2.57M Buy
27,620
+3,748
+16% +$403K 1.92% 21
2022
Q2 		$2.56M Sell
23,872
-234
-1% -$25.7K 2.46% 15
2022
Q1 		$2.75M Buy
24,106
+1,018
+4% +$106K 2.46% 14
2021
Q4 		$2.42M Buy
+23,088
New +$2.34M 2.18% 20

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

Virginia Wealth Management Group's DUK Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Duke Energy (DUK) stake by 0.87% in Q2 2026, buying an estimated $44K and bringing the position to 40,238 shares worth $5.09M. The position accounts for 2.54% of the portfolio, ranked #18.

Virginia Wealth Management Group first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.22M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Virginia Wealth Management Group held 40,238 shares of Duke Energy worth $5.09M as of Q2 2026.
  • Virginia Wealth Management Group bought 349 Duke Energy shares in Q2 2026, an estimated $44K.
  • Duke Energy made up 2.54% of Virginia Wealth Management Group's portfolio in Q2 2026, its #18 holding.
  • Virginia Wealth Management Group first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's Duke Energy position peaked at $5.22M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.