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Wasatch Advisors’s Duke Energy DUK Stock Holding History

Wasatch Advisors’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 		$5.35M Buy
42,275
+900
+2% +$114K 0.04% 176
2026
Q1 		$5.42M Hold
41,375
– – 0.04% 158
2025
Q4 		$4.85M Sell
41,375
-99
-0.2% -$12.1K 0.03% 177
2025
Q3 		$5.13M Sell
41,474
-3,802
-8% -$461K 0.03% 182
2025
Q2 		$5.34M Hold
45,276
– – 0.03% 187
2025
Q1 		$5.52M Sell
45,276
-7,900
-15% -$901K 0.03% 181
2024
Q4 		$5.73M Sell
53,176
-3,000
-5% -$340K 0.03% 185
2024
Q3 		$6.48M Sell
56,176
-11,024
-16% -$1.23M 0.03% 186
2024
Q2 		$6.74M Sell
67,200
-5,500
-8% -$550K 0.04% 180
2024
Q1 		$7.03M Buy
72,700
+2,600
+4% +$247K 0.04% 187
2023
Q4 		$6.8M Buy
70,100
+1,000
+1% +$91K 0.04% 179
2023
Q3 		$6.1M Buy
69,100
+1,000
+1% +$91.7K 0.04% 186
2023
Q2 		$6.11M Buy
68,100
+2,050
+3% +$193K 0.04% 194
2023
Q1 		$6.37M Buy
66,050
+9,600
+17% +$948K 0.04% 193
2022
Q4 		$5.81M Buy
56,450
+6,600
+13% +$634K 0.04% 192
2022
Q3 		$4.64M Buy
49,850
+1,043
+2% +$112K 0.03% 203
2022
Q2 		$5.23M Buy
48,807
+3,500
+8% +$385K 0.03% 201
2022
Q1 		$5.06M Buy
45,307
+6,600
+17% +$685K 0.02% 216
2021
Q4 		$4.06M Hold
38,707
– – 0.02% 231
2021
Q3 		$3.78M Sell
38,707
-5,045
-12% -$522K 0.02% 251
2021
Q2 		$4.32M Sell
43,752
-2,000
-4% -$201K 0.02% 250
2021
Q1 		$4.42M Buy
45,752
+1,000
+2% +$91.3K 0.02% 235
2020
Q4 		$4.1M Sell
44,752
-6,050
-12% -$560K 0.02% 216
2020
Q3 		$4.5M Sell
50,802
-3,998
-7% -$330K 0.03% 210
2020
Q2 		$4.38M Buy
54,800
+2,565
+5% +$217K 0.03% 205
2020
Q1 		$4.22M Sell
52,235
-19,715
-27% -$1.81M 0.04% 182
2019
Q4 		$6.56M Buy
71,950
+29,150
+68% +$2.67M 0.05% 181
2019
Q3 		$4.1M Buy
+42,800
New +$3.89M 0.04% 209
2017
Q4 		– Sell
-78,438
Closed -$6.58M – 303
2017
Q3 		$6.58M Sell
78,438
-15,774
-17% -$1.35M 0.09% 140
2017
Q2 		$7.88M Sell
94,212
-9,993
-10% -$840K 0.11% 128
2017
Q1 		$8.55M Sell
104,205
-2,032
-2% -$162K 0.13% 126
2016
Q4 		$8.25M Buy
106,237
+1,059
+1% +$81.1K 0.12% 132
2016
Q3 		$8.42M Sell
105,178
-9,609
-8% -$796K 0.13% 139
2016
Q2 		$9.85M Sell
114,787
-18,333
-14% -$1.47M 0.15% 139
2016
Q1 		$10.7M Sell
133,120
-4,385
-3% -$332K 0.16% 132
2015
Q4 		$9.82M Buy
137,505
+13,127
+11% +$923K 0.14% 157
2015
Q3 		$8.95M Buy
124,378
+29,474
+31% +$2.13M 0.12% 174
2015
Q2 		$6.7M Buy
+94,904
New +$7.17M 0.07% 222
2013
Q4 		– Sell
-191,589
Closed -$12.8M – 377
2013
Q3 		$12.8M Sell
191,589
-90,213
-32% -$6.15M 0.13% 178
2013
Q2 		$19M Buy
+281,802
New +$19.9M 0.21% 160

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

Wasatch Advisors's DUK Position: Q2 2026 in Review

Wasatch Advisors increased its Duke Energy (DUK) stake by 2.2% in Q2 2026, buying an estimated $114K and bringing the position to 42,275 shares worth $5.35M. The position accounts for 0.04% of the portfolio, ranked #176.

Wasatch Advisors first reported a position in DUK in Q2 2013 and has held it in 40 quarters since. The position peaked at $19M in Q2 2013. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wasatch Advisors held 42,275 shares of Duke Energy worth $5.35M as of Q2 2026.
  • Wasatch Advisors bought 900 Duke Energy shares in Q2 2026, an estimated $114K.
  • Duke Energy made up 0.04% of Wasatch Advisors's portfolio in Q2 2026, its #176 holding.
  • Wasatch Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 40 quarters since.
  • Wasatch Advisors's Duke Energy position peaked at $19M in Q2 2013.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.