VisionPoint Advisory Group’s Duke Energy DUK Stock Holding History

VisionPoint Advisory 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	$265K	Sell	2,097 -360	-15%	-$45.4K	0.04%	392
2026 Q1	$322K	Sell	2,457 -35	-1%	-$4.38K	0.06%	319
2025 Q4	$292K	Buy	2,492 +80	+3%	+$9.77K	0.06%	309
2025 Q3	$298K	Buy	2,412 +147	+6%	+$17.8K	0.06%	296
2025 Q2	$267K	Buy	+2,265	New	+$267K	0.06%	289
2023 Q4	–	Sell	-77	Closed	-$6.78K	–	781
2023 Q3	$6.78K	Buy	+77	New	+$7.06K	﹤0.01%	477
2021 Q1	–	Sell	-2,919	Closed	-$267K	–	119
2020 Q4	$267K	Sell	2,919 -18,653	-86%	-$1.73M	0.13%	120
2020 Q3	$1.91M	Sell	21,572 -4,815	-18%	-$397K	0.82%	25
2020 Q2	$2.19M	Sell	26,387 -2,040	-7%	-$172K	0.88%	28
2020 Q1	$2.3M	Buy	28,427 +4,020	+16%	+$369K	1.08%	23
2019 Q4	$2.23M	Buy	24,407 +2,571	+12%	+$236K	0.92%	31
2019 Q3	$2.12M	Buy	21,836 +1,931	+10%	+$176K	0.58%	30
2019 Q2	$1.76M	Buy	19,905 +1,404	+8%	+$124K	0.5%	33
2019 Q1	$1.67M	Buy	+18,501	New	+$1.63M	0.47%	40

Other funds holding DUK

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

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VisionPoint Advisory Group's DUK Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Duke Energy (DUK) stake by 15% in Q2 2026, selling an estimated $45.4K and leaving 2,097 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #392.

VisionPoint Advisory Group first reported a position in DUK in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.3M in Q1 2020. 874 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

VisionPoint Advisory Group held 2,097 shares of Duke Energy worth $265K as of Q2 2026.
VisionPoint Advisory Group sold 360 Duke Energy shares in Q2 2026, an estimated $45.4K.
Duke Energy made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #392 holding.
VisionPoint Advisory Group first reported a position in Duke Energy in Q1 2019 and has held it in 14 quarters since.
VisionPoint Advisory Group's Duke Energy position peaked at $2.3M in Q1 2020.
874 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.