WBC
DUK icon

West Branch Capital’s Duke Energy DUK Stock Holding History

West Branch 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 		$168K Sell
1,331
-200
-13% -$25.2K 0.04% 90
2026
Q1 		$200K Sell
1,531
-93
-6% -$11.6K 0.05% 78
2025
Q4 		$190K Sell
1,624
-100
-6% -$12.2K 0.05% 83
2025
Q3 		$213K Sell
1,724
-114
-6% -$13.8K 0.06% 88
2025
Q2 		$217K Sell
1,838
-140
-7% -$16.5K 0.06% 84
2025
Q1 		$241K Sell
1,978
-56
-3% -$6.38K 0.08% 76
2024
Q4 		$219K Hold
2,034
– – 0.07% 82
2024
Q3 		$235K Buy
2,034
+3
+0.1% +$334 0.08% 81
2024
Q2 		$204K Hold
2,031
– – 0.08% 81
2024
Q1 		$196K Sell
2,031
-694
-25% -$65.8K 0.08% 85
2023
Q4 		$264K Sell
2,725
-116
-4% -$10.6K 0.12% 64
2023
Q3 		$251K Hold
2,841
– – 0.13% 69
2023
Q2 		$255K Sell
2,841
-44
-2% -$4.15K 0.13% 70
2023
Q1 		$278K Sell
2,885
-22
-0.8% -$2.17K 0.16% 66
2022
Q4 		$299K Hold
2,907
– – 0.18% 60
2022
Q3 		$270K Hold
2,907
– – 0.17% 68
2022
Q2 		$312K Buy
2,907
+127
+5% +$14K 0.18% 63
2022
Q1 		$310K Sell
2,780
-161
-5% -$16.7K 0.15% 67
2021
Q4 		$309K Sell
2,941
-166
-5% -$16.8K 0.13% 70
2021
Q3 		$303K Hold
3,107
– – 0.15% 69
2021
Q2 		$307K Hold
3,107
– – 0.15% 72
2021
Q1 		$300K Hold
3,107
– – 0.18% 66
2020
Q4 		$284K Buy
3,107
+137
+5% +$12.7K 0.17% 71
2020
Q3 		$263K Sell
2,970
-30
-1% -$2.47K 0.17% 71
2020
Q2 		$240K Buy
3,000
+9
+0.3% +$760 0.17% 72
2020
Q1 		$242K Buy
2,991
+367
+14% +$33.7K 0.23% 64
2019
Q4 		$239K Sell
2,624
-889
-25% -$81.5K 0.17% 85
2019
Q3 		$337K Buy
+3,513
New +$320K 0.25% 64

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

West Branch Capital's DUK Position: Q2 2026 in Review

West Branch Capital reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $25.2K and leaving 1,331 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #90.

West Branch Capital first reported a position in DUK in Q3 2019 and has held it in 28 quarters since. The position peaked at $337K in Q3 2019. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • West Branch Capital held 1,331 shares of Duke Energy worth $168K as of Q2 2026.
  • West Branch Capital sold 200 Duke Energy shares in Q2 2026, an estimated $25.2K.
  • Duke Energy made up 0.04% of West Branch Capital's portfolio in Q2 2026, its #90 holding.
  • West Branch Capital first reported a position in Duke Energy in Q3 2019 and has held it in 28 quarters since.
  • West Branch Capital's Duke Energy position peaked at $337K in Q3 2019.
  • 722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.