WG
DUK icon

Welch Group’s Duke Energy DUK Stock Holding History

Welch Group’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 		$1.66M Buy
13,082
+275
+2% +$34.7K 0.06% 93
2026
Q1 		$1.68M Sell
12,807
-563
-4% -$70.4K 0.06% 91
2025
Q4 		$1.57M Buy
13,370
+549
+4% +$67K 0.06% 96
2025
Q3 		$1.59M Buy
12,821
+421
+3% +$51.1K 0.06% 89
2025
Q2 		$1.46M Buy
12,400
+81
+0.7% +$9.56K 0.06% 86
2025
Q1 		$1.47M Buy
12,319
+3
+0% +$342 0.06% 84
2024
Q4 		$1.33M Buy
12,316
+171
+1% +$19.4K 0.06% 89
2024
Q3 		$1.4M Sell
12,145
-191
-2% -$21.3K 0.06% 84
2024
Q2 		$1.24M Buy
12,336
+1,169
+10% +$117K 0.06% 86
2024
Q1 		$1.08M Sell
11,167
-13
-0.1% -$1.23K 0.05% 80
2023
Q4 		$1.08M Buy
11,180
+195
+2% +$17.7K 0.06% 85
2023
Q3 		$970K Hold
10,985
– – 0.06% 82
2023
Q2 		$986K Buy
10,985
+3
+0% +$283 0.06% 81
2023
Q1 		$1.06M Sell
10,982
-4,959
-31% -$490K 0.06% 77
2022
Q4 		$1.64M Sell
15,941
-217
-1% -$20.8K 0.09% 74
2022
Q3 		$1.5M Buy
16,158
+222
+1% +$23.8K 0.1% 69
2022
Q2 		$1.71M Sell
15,936
-136
-0.8% -$15K 0.1% 68
2022
Q1 		$1.79M Buy
16,072
+1,800
+13% +$187K 0.1% 73
2021
Q4 		$1.5M Buy
14,272
+23
+0.2% +$2.33K 0.09% 76
2021
Q3 		$1.39M Buy
14,249
+472
+3% +$48.9K 0.09% 73
2021
Q2 		$1.36M Buy
13,777
+89
+0.7% +$8.94K 0.09% 73
2021
Q1 		$1.32M Buy
13,688
+3,969
+41% +$362K 0.1% 73
2020
Q4 		$890K Buy
9,719
+601
+7% +$55.6K 0.07% 77
2020
Q3 		$807K Sell
9,118
-1,118
-11% -$92.2K 0.07% 72
2020
Q2 		$818K Sell
10,236
-198
-2% -$16.7K 0.08% 68
2020
Q1 		$844K Buy
10,434
+12
+0.1% +$1.1K 0.09% 59
2019
Q4 		$951K Buy
10,422
+356
+4% +$32.6K 0.09% 57
2019
Q3 		$965K Buy
10,066
+24
+0.2% +$2.18K 0.1% 55
2019
Q2 		$886K Buy
10,042
+3,725
+59% +$329K 0.09% 57
2019
Q1 		$569K Buy
6,317
+173
+3% +$15.3K 0.06% 67
2018
Q4 		$530K Hold
6,144
– – 0.06% 68
2018
Q3 		$492 Hold
6,144
– – 0.05% 76
2018
Q2 		$486K Buy
6,144
+414
+7% +$31.8K 0.06% 69
2018
Q1 		$444K Sell
5,730
-591
-9% -$45.7K 0.06% 74
2017
Q4 		$532K Buy
6,321
+1,743
+38% +$152K 0.08% 61
2017
Q3 		$384K Sell
4,578
-167
-4% -$14.3K 0.06% 68
2017
Q2 		$397K Buy
+4,745
New +$399K 0.07% 85
2016
Q2 		– Sell
-1,542
Closed -$124K – 126
2016
Q1 		$124K Buy
+1,542
New +$117K 0.02% 132
2015
Q3 		– Sell
-2,553
Closed -$180K – 147
2015
Q2 		$180K Hold
2,553
– – 0.03% 116
2015
Q1 		$196 Sell
2,553
-130
-5% -$10.6K 0.04% 111
2014
Q4 		$224K Buy
2,683
+1,265
+89% +$102K 0.04% 91
2014
Q3 		$106K Buy
+1,418
New +$103K 0.02% 137

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

Welch Group's DUK Position: Q2 2026 in Review

Welch Group increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $34.7K and bringing the position to 13,082 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #93.

Welch Group first reported a position in DUK in Q3 2014 and has held it in 42 quarters since. The position peaked at $1.79M in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Welch Group held 13,082 shares of Duke Energy worth $1.66M as of Q2 2026.
  • Welch Group bought 275 Duke Energy shares in Q2 2026, an estimated $34.7K.
  • Duke Energy made up 0.06% of Welch Group's portfolio in Q2 2026, its #93 holding.
  • Welch Group first reported a position in Duke Energy in Q3 2014 and has held it in 42 quarters since.
  • Welch Group's Duke Energy position peaked at $1.79M in Q1 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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