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Wealthquest’s Duke Energy DUK Stock Holding History

Wealthquest’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 		$469K Buy
3,708
+194
+6% +$24.5K 0.03% 100
2026
Q1 		$460K Sell
3,514
-153
-4% -$19.1K 0.03% 90
2025
Q4 		$430K Buy
+3,667
New +$448K 0.03% 90
2025
Q3 		– Sell
-3,565
Closed -$421K – 65
2025
Q2 		$421K Sell
3,565
-922
-21% -$109K 0.03% 88
2025
Q1 		$547K Sell
4,487
-73
-2% -$8.32K 0.05% 72
2024
Q4 		$491K Buy
4,560
+79
+2% +$8.95K 0.04% 74
2024
Q3 		$521K Sell
4,481
-1,610
-26% -$179K 0.05% 70
2024
Q2 		$611K Hold
6,091
– – 0.07% 66
2024
Q1 		$589K Sell
6,091
-143
-2% -$13.6K 0.06% 67
2023
Q4 		$605K Sell
6,234
-201
-3% -$18.3K 0.07% 71
2023
Q3 		$568K Buy
6,435
+2,315
+56% +$212K 0.07% 71
2023
Q2 		$370K Buy
4,120
+1,838
+81% +$173K 0.04% 82
2023
Q1 		$220K Sell
2,282
-166
-7% -$16.4K 0.03% 114
2022
Q4 		$252K Sell
2,448
-141
-5% -$13.5K 0.03% 107
2022
Q3 		$240K Hold
2,589
– – 0.03% 109
2022
Q2 		$277K Buy
2,589
+84
+3% +$9.24K 0.04% 98
2022
Q1 		$262K Hold
2,505
– – 0.04% 119
2021
Q4 		$262K Buy
+2,505
New +$254K 0.04% 119
2021
Q3 		– Sell
-2,099
Closed -$207K – 139
2021
Q2 		$207K Sell
2,099
-15
-0.7% -$1.51K 0.04% 141
2021
Q1 		$204K Buy
+2,114
New +$193K 0.04% 138
2019
Q4 		$334K Buy
3,664
+37
+1% +$3.39K 0.1% 97
2019
Q3 		$347K Sell
3,627
-338
-9% -$30.8K 0.12% 92
2019
Q2 		$349K Sell
3,965
-2,186
-36% -$193K 0.13% 90
2019
Q1 		$553K Sell
6,151
-77
-1% -$6.79K 0.21% 72
2018
Q4 		$537K Buy
+6,228
New +$530K 0.22% 73
2015
Q3 		$305K Buy
4,236
+49
+1% +$3.55K 0.55% 28
2015
Q2 		$296K Buy
4,187
+23
+0.6% +$1.74K 0.43% 31
2015
Q1 		$320K Buy
4,164
+21
+0.5% +$1.7K 0.46% 29
2014
Q4 		$346K Buy
+4,143
New +$334K 0.35% 27

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

Wealthquest's DUK Position: Q2 2026 in Review

Wealthquest increased its Duke Energy (DUK) stake by 5.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 3,708 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #100.

Wealthquest first reported a position in DUK in Q4 2014 and has held it in 29 quarters since. The position peaked at $611K in Q2 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealthquest held 3,708 shares of Duke Energy worth $469K as of Q2 2026.
  • Wealthquest bought 194 Duke Energy shares in Q2 2026, an estimated $24.5K.
  • Duke Energy made up 0.03% of Wealthquest's portfolio in Q2 2026, its #100 holding.
  • Wealthquest first reported a position in Duke Energy in Q4 2014 and has held it in 29 quarters since.
  • Wealthquest's Duke Energy position peaked at $611K in Q2 2024.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.