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WESPAC Advisors SoCal’s Duke Energy DUK Stock Holding History

WESPAC Advisors SoCal’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 		$216K Buy
+1,704
New +$215K 0.04% 118
2016
Q3 		– Sell
-75
Closed -$6.43K – 288
2016
Q2 		$6.43K Sell
75
-99
-57% -$7.91K ﹤0.01% 230
2016
Q1 		$14K Buy
+174
New +$13.2K 0.01% 178

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

WESPAC Advisors SoCal's DUK Position: Q2 2026 in Review

WESPAC Advisors SoCal opened a new position in Duke Energy (DUK) in Q2 2026: 1,704 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings. This is a return to the name: WESPAC Advisors SoCal previously reported a position in DUK as recently as Q2 2016.

WESPAC Advisors SoCal first reported a position in DUK in Q1 2016 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • WESPAC Advisors SoCal held 1,704 shares of Duke Energy worth $216K as of Q2 2026.
  • Duke Energy was a new WESPAC Advisors SoCal position in Q2 2026.
  • Duke Energy made up 0.04% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #118 holding.
  • WESPAC Advisors SoCal first reported a position in Duke Energy in Q1 2016 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.