WMA
DUK icon

Wealth Management Associates’s Duke Energy DUK Stock Holding History

Wealth Management Associates’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 		$751K Hold
5,933
– – 0.21% 85
2026
Q1 		$777K Sell
5,933
-80
-1% -$10K 0.27% 77
2025
Q4 		$705K Hold
6,013
– – 0.25% 76
2025
Q3 		$744K Sell
6,013
-499
-8% -$60.6K 0.26% 71
2025
Q2 		$768K Sell
6,512
-200
-3% -$23.6K 0.3% 67
2025
Q1 		$819K Hold
6,712
– – 0.35% 59
2024
Q4 		$723K Hold
6,712
– – 0.31% 65
2024
Q3 		$774K Buy
6,712
+300
+5% +$33.4K 0.34% 62
2024
Q2 		$643K Hold
6,412
– – 0.3% 68
2024
Q1 		$643K Hold
6,412
– – 0.3% 68
2023
Q4 		$622K Sell
6,412
-35
-0.5% -$3.18K 0.33% 68
2023
Q3 		$569K Buy
6,447
+25
+0.4% +$2.29K 0.33% 71
2023
Q2 		$576K Buy
6,422
+50
+0.8% +$4.72K 0.33% 72
2023
Q1 		$615K Buy
6,372
+57
+0.9% +$5.63K 0.38% 67
2022
Q4 		$650K Sell
6,315
-103
-2% -$9.89K 0.43% 59
2022
Q3 		$597K Hold
6,418
– – 0.42% 60
2022
Q2 		$688K Buy
6,418
+3,970
+162% +$437K 0.47% 47
2022
Q1 		$273K Buy
2,448
+196
+9% +$20.4K 0.16% 153
2021
Q4 		$236K Hold
2,252
– – 0.13% 175
2021
Q3 		$220K Sell
2,252
-535
-19% -$55.4K 0.13% 176
2021
Q2 		$275K Sell
2,787
-796
-22% -$80K 0.16% 152
2021
Q1 		$346K Hold
3,583
– – 0.22% 116
2020
Q4 		$328K Hold
3,583
– – 0.22% 118
2020
Q3 		$317K Buy
3,583
+100
+3% +$8.24K 0.25% 102
2020
Q2 		$278K Buy
3,483
+186
+6% +$15.7K 0.23% 105
2020
Q1 		$267K Buy
3,297
+200
+6% +$18.4K 0.27% 91
2019
Q4 		$282K Hold
3,097
– – 0.2% 114
2019
Q3 		$297K Buy
+3,097
New +$282K 0.24% 103

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Management Associates's DUK Position: Q2 2026 in Review

Wealth Management Associates held its Duke Energy (DUK) position steady in Q2 2026 at 5,933 shares worth $751K. The position accounts for 0.21% of the portfolio, ranked #85.

Wealth Management Associates first reported a position in DUK in Q3 2019 and has held it in 28 quarters since. The position peaked at $819K in Q1 2025. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealth Management Associates held 5,933 shares of Duke Energy worth $751K as of Q2 2026.
  • Wealth Management Associates left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.21% of Wealth Management Associates's portfolio in Q2 2026, its #85 holding.
  • Wealth Management Associates first reported a position in Duke Energy in Q3 2019 and has held it in 28 quarters since.
  • Wealth Management Associates's Duke Energy position peaked at $819K in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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