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RAFFA WEALTH MANAGEMENT, LLC’s Duke Energy DUK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$26.7K Buy
211
+35
+20% +$4.42K ﹤0.01% 243
2026
Q1 		$23K Buy
176
+24
+16% +$3K ﹤0.01% 249
2025
Q4 		$17.8K Buy
152
+14
+10% +$1.71K ﹤0.01% 281
2025
Q3 		$17.1K Buy
138
+24
+21% +$2.91K ﹤0.01% 281
2025
Q2 		$13.5K Hold
114
– – ﹤0.01% 328
2025
Q1 		$13.9K Hold
114
– – ﹤0.01% 267
2024
Q4 		$12.3K Hold
114
– – ﹤0.01% 293
2024
Q3 		$13.1K Sell
114
-1,021
-90% -$114K ﹤0.01% 274
2024
Q2 		$114K Hold
1,135
– – 0.03% 134
2024
Q1 		$110K Buy
1,135
+1,021
+896% +$96.9K 0.03% 138
2023
Q4 		$11.1K Hold
114
– – ﹤0.01% 279
2023
Q3 		$10.1K Hold
114
– – ﹤0.01% 276
2023
Q2 		$10.2K Hold
114
– – ﹤0.01% 281
2023
Q1 		$11K Hold
114
– – ﹤0.01% 283
2022
Q4 		$11.7K Hold
114
– – ﹤0.01% 263
2022
Q3 		$10.6K Hold
114
– – ﹤0.01% 273
2022
Q2 		$12.2K Hold
114
– – 0.01% 262
2022
Q1 		$12.7K Hold
114
– – ﹤0.01% 265
2021
Q4 		$12K Hold
114
– – ﹤0.01% 276
2021
Q3 		$11.1K Hold
114
– – ﹤0.01% 249
2021
Q2 		$11.3K Hold
114
– – ﹤0.01% 251
2021
Q1 		$11K Buy
114
+12
+12% +$1.09K ﹤0.01% 268
2020
Q4 		$9.34K Hold
102
– – ﹤0.01% 260
2020
Q3 		$9.03K Sell
102
-100
-50% -$8.24K ﹤0.01% 248
2020
Q2 		$16.1K Hold
202
– – 0.01% 187
2020
Q1 		$16.6K Hold
202
– – 0.01% 162
2019
Q4 		$18.4K Hold
202
– – 0.01% 196
2019
Q3 		$19.4K Buy
+202
New +$18.4K 0.01% 195
2019
Q2 		– Sell
-202
Closed -$18.2K – 916
2019
Q1 		$18.2K Hold
202
– – 0.01% 160
2018
Q4 		$17.4K Hold
202
– – 0.01% 180
2018
Q3 		$16.2K Hold
202
– – 0.01% 193
2018
Q2 		$16K Hold
202
– – 0.01% 183
2018
Q1 		$15.6K Buy
+202
New +$15.6K 0.01% 180
2017
Q4 		– Sell
-36
Closed -$3.02K – 265
2017
Q3 		$3.02K Hold
36
– – ﹤0.01% 249
2017
Q2 		$3.01K Hold
36
– – ﹤0.01% 255
2017
Q1 		$2.95K Sell
36
-14
-28% -$1.11K ﹤0.01% 232
2016
Q4 		$3.88K Hold
50
– – ﹤0.01% 234
2016
Q3 		$4K Hold
50
– – ﹤0.01% 235
2016
Q2 		$4.29K Hold
50
– – ﹤0.01% 222
2016
Q1 		$4.03K Hold
50
– – ﹤0.01% 231
2015
Q4 		$3.57K Hold
50
– – ﹤0.01% 227
2015
Q3 		$3.6K Hold
50
– – ﹤0.01% 240
2015
Q2 		$3.53K Hold
50
– – ﹤0.01% 228
2015
Q1 		$3.84K Buy
50
+36
+257% +$2.92K ﹤0.01% 217
2014
Q4 		$1.17K Hold
14
– – ﹤0.01% 322
2014
Q3 		$1.05K Buy
+14
New +$1.02K ﹤0.01% 333
2014
Q1 		– Sell
-14
Closed -$1.17K – 404
2013
Q4 		$1.17K Buy
+14
New +$980 ﹤0.01% 322

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DUK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Duke Energy (DUK) stake by 20% in Q2 2026, buying an estimated $4.42K and bringing the position to 211 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DUK in Q4 2013 and has held it in 47 quarters since. The position peaked at $114K in Q2 2024. 952 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 211 shares of Duke Energy worth $26.7K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 35 Duke Energy shares in Q2 2026, an estimated $4.42K.
  • Duke Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #243 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Duke Energy in Q4 2013 and has held it in 47 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Duke Energy position peaked at $114K in Q2 2024.
  • 952 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.