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Wealthcare Advisory Partners’s Duke Energy DUK Stock Holding History

Wealthcare Advisory Partners’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 		$2.33M Sell
18,403
-4,557
-20% -$575K 0.04% 324
2026
Q1 		$3.01M Buy
22,960
+159
+0.7% +$19.9K 0.06% 272
2025
Q4 		$2.67M Buy
22,801
+6,790
+42% +$829K 0.05% 292
2025
Q3 		$1.98M Buy
16,011
+201
+1% +$24.4K 0.04% 348
2025
Q2 		$1.87M Buy
15,810
+130
+0.8% +$15.3K 0.04% 341
2025
Q1 		$1.91M Buy
15,680
+1,109
+8% +$126K 0.05% 291
2024
Q4 		$1.57M Sell
14,571
-412
-3% -$46.7K 0.04% 323
2024
Q3 		$1.73M Buy
14,983
+1,281
+9% +$143K 0.05% 298
2024
Q2 		$1.37M Buy
13,702
+617
+5% +$61.7K 0.04% 310
2024
Q1 		$1.27M Buy
13,085
+1,985
+18% +$188K 0.04% 319
2023
Q4 		$1.08M Buy
11,100
+860
+8% +$78.2K 0.04% 303
2023
Q3 		$904K Buy
10,240
+818
+9% +$75K 0.04% 295
2023
Q2 		$846K Buy
9,422
+289
+3% +$27.3K 0.04% 322
2023
Q1 		$881K Buy
9,133
+411
+5% +$40.6K 0.04% 315
2022
Q4 		$898K Sell
8,722
-681
-7% -$65.4K 0.04% 295
2022
Q3 		$875K Buy
9,403
+4,592
+95% +$493K 0.05% 256
2022
Q2 		$516K Buy
4,811
+735
+18% +$80.8K 0.03% 321
2022
Q1 		$455K Buy
4,076
+1,354
+50% +$141K 0.03% 326
2021
Q4 		$286K Buy
2,722
+380
+16% +$38.5K 0.02% 455
2021
Q3 		$229K Buy
+2,342
New +$242K 0.02% 488
2021
Q2 		– Sell
-1,729
Closed -$167K – 874
2021
Q1 		$167K Buy
+1,729
New +$158K 0.01% 523
2020
Q2 		– Sell
-751
Closed -$61K – 574
2020
Q1 		$61K Sell
751
-1,093
-59% -$100K 0.01% 467
2019
Q4 		$168K Buy
1,844
+153
+9% +$14K 0.02% 321
2019
Q3 		$162K Sell
1,691
-52
-3% -$4.73K 0.02% 309
2019
Q2 		$154K Buy
1,743
+60
+4% +$5.3K 0.02% 306
2019
Q1 		$152K Buy
1,683
+103
+7% +$9.08K 0.03% 274
2018
Q4 		$136K Buy
1,580
+153
+11% +$13K 0.03% 267
2018
Q3 		$114K Buy
1,427
+2
+0.1% +$162 0.02% 312
2018
Q2 		$113K Buy
1,425
+153
+12% +$11.8K 0.02% 303
2018
Q1 		$99K Sell
1,272
-430
-25% -$33.2K 0.02% 277
2017
Q4 		$143K Buy
1,702
+147
+9% +$12.8K 0.04% 216
2017
Q3 		$131K Buy
+1,555
New +$133K 0.04% 186

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealthcare Advisory Partners's DUK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Duke Energy (DUK) stake by 20% in Q2 2026, selling an estimated $575K and leaving 18,403 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #324.

Wealthcare Advisory Partners first reported a position in DUK in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.01M in Q1 2026. 796 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealthcare Advisory Partners held 18,403 shares of Duke Energy worth $2.33M as of Q2 2026.
  • Wealthcare Advisory Partners sold 4,557 Duke Energy shares in Q2 2026, an estimated $575K.
  • Duke Energy made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #324 holding.
  • Wealthcare Advisory Partners first reported a position in Duke Energy in Q3 2017 and has held it in 32 quarters since.
  • Wealthcare Advisory Partners's Duke Energy position peaked at $3.01M in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.