WMA
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West Michigan Advisors’s Duke Energy DUK Stock Holding History

West Michigan 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 		$908K Hold
6,934
– – 0.2% 118
2026
Q1 		$908K Sell
6,934
-552
-7% -$69K 0.2% 118
2025
Q4 		$877K Sell
7,486
-156
-2% -$19K 0.2% 116
2025
Q3 		$946K Buy
7,642
+196
+3% +$23.8K 0.23% 102
2025
Q2 		$879K Buy
7,446
+903
+14% +$107K 0.25% 79
2025
Q1 		$798K Buy
6,543
+3,389
+107% +$386K 0.26% 69
2024
Q4 		$340K Buy
3,154
+499
+19% +$56.5K 0.1% 133
2024
Q3 		$306K Sell
2,655
-5
-0.2% -$557 0.09% 142
2024
Q2 		$267K Sell
2,660
-671
-20% -$67.1K 0.08% 151
2024
Q1 		$322K Buy
3,331
+228
+7% +$21.6K 0.1% 126
2023
Q4 		$301K Buy
3,103
+210
+7% +$19.1K 0.11% 112
2023
Q3 		$255K Sell
2,893
-380
-12% -$34.8K 0.14% 118
2023
Q2 		$294K Buy
3,273
+200
+7% +$18.9K 0.12% 149
2023
Q1 		$296K Buy
3,073
+805
+35% +$79.5K 0.17% 100
2022
Q4 		$234K Buy
2,268
+20
+0.9% +$1.92K 0.17% 98
2022
Q3 		$210K Hold
2,248
– – 0.18% 96
2022
Q2 		$241K Buy
2,248
+285
+15% +$31.3K 0.21% 92
2022
Q1 		$219K Sell
1,963
-215
-10% -$22.3K 0.15% 117
2021
Q4 		$228K Buy
+2,178
New +$221K 0.17% 110

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

West Michigan Advisors's DUK Position: Q2 2026 in Review

West Michigan Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 6,934 shares worth $908K. The position accounts for 0.2% of the portfolio, ranked #118.

West Michigan Advisors first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $946K in Q3 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • West Michigan Advisors held 6,934 shares of Duke Energy worth $908K as of Q2 2026.
  • West Michigan Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.2% of West Michigan Advisors's portfolio in Q2 2026, its #118 holding.
  • West Michigan Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Duke Energy position peaked at $946K in Q3 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.