Wealth Group’s Duke Energy DUK Stock Holding History

Wealth 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	$5.18M	Buy	40,921 +15,352	+60%	+$1.94M	1.29%	21
2026 Q1	$3.35M	Buy	25,569 +1,833	+8%	+$229K	3.12%	9
2025 Q4	$2.78M	Buy	+23,736	New	+$2.9M	2.71%	9
2025 Q2	$2.83M	Sell	23,942 -2,840	-11%	-$335K	2.8%	10
2025 Q1	$3.27M	Buy	26,782 +3,921	+17%	+$447K	2.12%	10
2024 Q4	$2.46M	Sell	22,861 -29	-0.1%	-$3.29K	1.59%	13
2024 Q3	$2.64M	Buy	22,890 +205	+0.9%	+$22.8K	1.77%	12
2024 Q2	$2.27M	Sell	22,685 -77	-0.3%	-$7.7K	1.63%	12
2024 Q1	$2.2M	Buy	+22,762	New	+$2.16M	1.66%	13

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Wealth Group's DUK Position: Q2 2026 in Review

Wealth Group increased its Duke Energy (DUK) stake by 60% in Q2 2026, buying an estimated $1.94M and bringing the position to 40,921 shares worth $5.18M. The position accounts for 1.29% of the portfolio, ranked #21.

Wealth Group first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Wealth Group held 40,921 shares of Duke Energy worth $5.18M as of Q2 2026.
Wealth Group bought 15,352 Duke Energy shares in Q2 2026, an estimated $1.94M.
Duke Energy made up 1.29% of Wealth Group's portfolio in Q2 2026, its #21 holding.
Wealth Group first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.