VSM Wealth Advisory’s Duke Energy DUK Stock Holding History

VSM Wealth Advisory’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	$347K	Buy	2,741 +1	+0%	+$126	0.09%	90
2026 Q1	$359K	Buy	2,740 +1,146	+72%	+$143K	0.11%	77
2025 Q4	$187K	Sell	1,594 -75	-4%	-$9.16K	0.06%	110
2025 Q3	$207K	Sell	1,669 -1,928	-54%	-$234K	0.06%	87
2025 Q2	$424K	Hold	3,597	–	–	0.14%	63
2025 Q1	$439K	Hold	3,597	–	–	0.16%	57
2024 Q4	$388K	Buy	+3,597	New	+$407K	0.14%	60

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

VSM Wealth Advisory's DUK Position: Q2 2026 in Review

VSM Wealth Advisory increased its Duke Energy (DUK) stake by 0.04% in Q2 2026, buying an estimated $126 and bringing the position to 2,741 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #90.

VSM Wealth Advisory first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

VSM Wealth Advisory held 2,741 shares of Duke Energy worth $347K as of Q2 2026.
VSM Wealth Advisory bought 1 Duke Energy share in Q2 2026, an estimated $126.
Duke Energy made up 0.09% of VSM Wealth Advisory's portfolio in Q2 2026, its #90 holding.
VSM Wealth Advisory first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Duke Energy position peaked at $439K in Q1 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.