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Wealthcare Capital Partners’s Duke Energy DUK Stock Holding History

Wealthcare Capital 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 		$348K Sell
2,748
-534
-16% -$67.4K 0.14% 118
2026
Q1 		$430K Buy
3,282
+433
+15% +$54.1K 0.2% 98
2025
Q4 		$334K Buy
2,849
+20
+0.7% +$2.44K 0.16% 111
2025
Q3 		$350K Buy
2,829
+7
+0.2% +$849 0.16% 110
2025
Q2 		$333K Buy
2,822
+10
+0.4% +$1.18K 0.17% 101
2025
Q1 		$343K Buy
2,812
+64
+2% +$7.29K 0.18% 91
2024
Q4 		$296K Buy
+2,748
New +$311K 0.15% 97

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its Duke Energy (DUK) stake by 16% in Q2 2026, selling an estimated $67.4K and leaving 2,748 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #118.

Wealthcare Capital Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $430K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealthcare Capital Partners held 2,748 shares of Duke Energy worth $348K as of Q2 2026.
  • Wealthcare Capital Partners sold 534 Duke Energy shares in Q2 2026, an estimated $67.4K.
  • Duke Energy made up 0.14% of Wealthcare Capital Partners's portfolio in Q2 2026, its #118 holding.
  • Wealthcare Capital Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Capital Partners's Duke Energy position peaked at $430K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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