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Wedge Capital Management’s Duke Energy DUK Stock Holding History

Wedge Capital Management’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 		$212K Sell
1,674
-284
-15% -$35.8K ﹤0.01% 480
2026
Q1 		$256K Buy
1,958
+161
+9% +$20.1K ﹤0.01% 505
2025
Q4 		$211K Buy
1,797
+116
+7% +$14.2K ﹤0.01% 510
2025
Q3 		$208K Sell
1,681
-87
-5% -$10.6K ﹤0.01% 522
2025
Q2 		$209K Buy
1,768
+95
+6% +$11.2K ﹤0.01% 508
2025
Q1 		$204K Buy
+1,673
New +$191K ﹤0.01% 511
2024
Q4 		– Sell
-119,414
Closed -$13.8M – 516
2024
Q3 		$13.8M Sell
119,414
-19,475
-14% -$2.17M 0.24% 115
2024
Q2 		$13.9M Buy
138,889
+3,828
+3% +$383K 0.25% 101
2024
Q1 		$13.1M Buy
135,061
+14,220
+12% +$1.35M 0.21% 134
2023
Q4 		$11.7M Buy
+120,841
New +$11M 0.21% 135
2018
Q3 		– Sell
-143,117
Closed -$11.3M – 580
2018
Q2 		$11.3M Sell
143,117
-4,833
-3% -$372K 0.11% 223
2018
Q1 		$11.5M Buy
+147,950
New +$11.4M 0.11% 232

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Wedge Capital Management's DUK Position: Q2 2026 in Review

Wedge Capital Management reduced its Duke Energy (DUK) stake by 15% in Q2 2026, selling an estimated $35.8K and leaving 1,674 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Wedge Capital Management first reported a position in DUK in Q1 2018 and has held it in 12 quarters since. The position peaked at $13.9M in Q2 2024. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wedge Capital Management held 1,674 shares of Duke Energy worth $212K as of Q2 2026.
  • Wedge Capital Management sold 284 Duke Energy shares in Q2 2026, an estimated $35.8K.
  • Duke Energy made up ﹤0.01% of Wedge Capital Management's portfolio in Q2 2026, its #480 holding.
  • Wedge Capital Management first reported a position in Duke Energy in Q1 2018 and has held it in 12 quarters since.
  • Wedge Capital Management's Duke Energy position peaked at $13.9M in Q2 2024.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.