WFA
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Wellspring Financial Advisors’s Duke Energy DUK Stock Holding History

Wellspring 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 		$221K Sell
1,744
-35
-2% -$4.42K 0.01% 254
2026
Q1 		$233K Sell
1,779
-582
-25% -$72.8K 0.02% 248
2025
Q4 		$277K Buy
2,361
+304
+15% +$37.1K 0.02% 212
2025
Q3 		$255K Hold
2,057
– – 0.02% 137
2025
Q2 		$243K Buy
+2,057
New +$243K 0.02% 134

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

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

Wellspring Financial Advisors reduced its Duke Energy (DUK) stake by 2% in Q2 2026, selling an estimated $4.42K and leaving 1,744 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #254.

Wellspring Financial Advisors first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $277K in Q4 2025. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wellspring Financial Advisors held 1,744 shares of Duke Energy worth $221K as of Q2 2026.
  • Wellspring Financial Advisors sold 35 Duke Energy shares in Q2 2026, an estimated $4.42K.
  • Duke Energy made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #254 holding.
  • Wellspring Financial Advisors first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Wellspring Financial Advisors's Duke Energy position peaked at $277K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.