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Websterrogers Financial Advisors’s Duke Energy DUK Stock Holding History

Websterrogers Financial Advisors’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 		$502K Hold
3,967
– – 0.13% 62
2026
Q1 		$519K Sell
3,967
-22
-0.6% -$2.75K 0.15% 55
2025
Q4 		$468K Buy
+3,989
New +$487K 0.14% 54

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Websterrogers Financial Advisors's DUK Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 3,967 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #62.

Websterrogers Financial Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $519K in Q1 2026. 485 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Websterrogers Financial Advisors held 3,967 shares of Duke Energy worth $502K as of Q2 2026.
  • Websterrogers Financial Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.13% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Websterrogers Financial Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Websterrogers Financial Advisors's Duke Energy position peaked at $519K in Q1 2026.
  • 485 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.