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Wedmont Private Capital’s Duke Energy DUK Stock Holding History

Wedmont Private Capital’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 		$2.16M Buy
17,219
+1,015
+6% +$128K 0.06% 176
2026
Q1 		$2.13M Buy
16,204
+781
+5% +$97.6K 0.07% 158
2025
Q4 		$1.79M Sell
15,423
-767
-5% -$93.7K 0.06% 175
2025
Q3 		$2.03M Buy
16,190
+1,261
+8% +$153K 0.08% 160
2025
Q2 		$1.75M Buy
14,929
+575
+4% +$67.8K 0.07% 166
2025
Q1 		$1.71M Buy
14,354
+510
+4% +$58.1K 0.09% 137
2024
Q4 		$1.47M Buy
13,844
+1,826
+15% +$207K 0.08% 154
2024
Q3 		$1.32M Buy
12,018
+1,530
+15% +$170K 0.08% 165
2024
Q2 		$1.11M Buy
10,488
+1,177
+13% +$118K 0.07% 178
2024
Q1 		$906K Buy
9,311
+539
+6% +$51.1K 0.07% 196
2023
Q4 		$872K Buy
8,772
+937
+12% +$85.2K 0.07% 189
2023
Q3 		$691K Sell
7,835
-441
-5% -$40.4K 0.07% 193
2023
Q2 		$770K Buy
8,276
+715
+9% +$67.5K 0.08% 163
2023
Q1 		$750K Buy
7,561
+823
+12% +$81.3K 0.1% 150
2022
Q4 		$709K Sell
6,738
-152
-2% -$14.6K 0.11% 147
2022
Q3 		$641K Buy
6,890
+802
+13% +$86.1K 0.13% 128
2022
Q2 		$653K Buy
6,088
+2,852
+88% +$314K 0.14% 113
2022
Q1 		$362K Buy
3,236
+364
+13% +$37.8K 0.08% 198
2021
Q4 		$299K Buy
+2,872
New +$291K 0.09% 169

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

Wedmont Private Capital's DUK Position: Q2 2026 in Review

Wedmont Private Capital increased its Duke Energy (DUK) stake by 6.3% in Q2 2026, buying an estimated $128K and bringing the position to 17,219 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #176.

Wedmont Private Capital first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wedmont Private Capital held 17,219 shares of Duke Energy worth $2.16M as of Q2 2026.
  • Wedmont Private Capital bought 1,015 Duke Energy shares in Q2 2026, an estimated $128K.
  • Duke Energy made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #176 holding.
  • Wedmont Private Capital first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.