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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
Q3 		$2.15M Buy
18,409
+1,190
+7% +$146K 0.05% 196
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Wedmont Private Capital's DUK Position: Q3 2026 in Review

Wedmont Private Capital increased its Duke Energy (DUK) stake by 6.9% in Q3 2026, buying an estimated $146K and bringing the position to 18,409 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #196.

Wedmont Private Capital first reported a position in DUK in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.16M in Q2 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Wedmont Private Capital held 18,409 shares of Duke Energy worth $2.15M as of Q3 2026.
  • Wedmont Private Capital bought 1,190 Duke Energy shares in Q3 2026, an estimated $146K.
  • Duke Energy made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #196 holding.
  • Wedmont Private Capital first reported a position in Duke Energy in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Duke Energy position peaked at $2.16M in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.