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Walker Asset Management’s Duke Energy DUK Stock Holding History

Walker Asset 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 		$634K Buy
5,009
+36
+0.7% +$4.54K 0.32% 62
2026
Q1 		$651K Buy
4,973
+85
+2% +$10.6K 0.35% 55
2025
Q4 		$573K Buy
4,888
+38
+0.8% +$4.64K 0.31% 57
2025
Q3 		$600K Buy
4,850
+36
+0.7% +$4.37K 0.34% 51
2025
Q2 		$568K Buy
4,814
+36
+0.8% +$4.25K 0.33% 50
2025
Q1 		$583K Sell
4,778
-298
-6% -$34K 0.35% 48
2024
Q4 		$547K Buy
5,076
+138
+3% +$15.6K 0.34% 49
2024
Q3 		$569K Buy
4,938
+34
+0.7% +$3.78K 0.35% 45
2024
Q2 		$492K Buy
4,904
+39
+0.8% +$3.9K 0.33% 52
2024
Q1 		$471K Buy
4,865
+41
+0.8% +$3.89K 0.31% 52
2023
Q4 		$468K Buy
+4,824
New +$439K 0.34% 49

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Walker Asset Management's DUK Position: Q2 2026 in Review

Walker Asset Management increased its Duke Energy (DUK) stake by 0.72% in Q2 2026, buying an estimated $4.54K and bringing the position to 5,009 shares worth $634K. The position accounts for 0.32% of the portfolio, ranked #62.

Walker Asset Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $651K in Q1 2026. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Walker Asset Management held 5,009 shares of Duke Energy worth $634K as of Q2 2026.
  • Walker Asset Management bought 36 Duke Energy shares in Q2 2026, an estimated $4.54K.
  • Duke Energy made up 0.32% of Walker Asset Management's portfolio in Q2 2026, its #62 holding.
  • Walker Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Walker Asset Management's Duke Energy position peaked at $651K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.