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West Paces Advisors’s Duke Energy DUK Stock Holding History

West Paces 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 		$391K Sell
3,088
-67
-2% -$8.45K 0.07% 118
2026
Q1 		$413K Hold
3,155
– – 0.08% 105
2025
Q4 		$370K Buy
3,155
+50
+2% +$6.11K 0.07% 112
2025
Q3 		$384K Sell
3,105
-34
-1% -$4.13K 0.08% 106
2025
Q2 		$370K Sell
3,139
-5
-0.2% -$590 0.08% 108
2025
Q1 		$383K Sell
3,144
-485
-13% -$55.3K 0.09% 99
2024
Q4 		$391K Sell
3,629
-70
-2% -$7.93K 0.1% 99
2024
Q3 		$426K Buy
3,699
+1,650
+81% +$184K 0.1% 96
2024
Q2 		$205K Sell
2,049
-535
-21% -$53.5K 0.05% 120
2024
Q1 		$250K Sell
2,584
-995
-28% -$94.4K 0.07% 115
2023
Q4 		$347K Hold
3,579
– – 0.1% 99
2023
Q3 		$316K Sell
3,579
-689
-16% -$63.2K 0.1% 98
2023
Q2 		$383K Sell
4,268
-115
-3% -$10.9K 0.11% 92
2023
Q1 		$423K Sell
4,383
-10
-0.2% -$988 0.13% 90
2022
Q4 		$452K Hold
4,393
– – 0.14% 87
2022
Q3 		$409K Sell
4,393
-15
-0.3% -$1.61K 0.15% 87
2022
Q2 		$473K Buy
4,408
+2,090
+90% +$230K 0.16% 83
2022
Q1 		$259K Sell
2,318
-564
-20% -$58.6K 0.08% 109
2021
Q4 		$302K Sell
2,882
-765
-21% -$77.6K 0.09% 100
2021
Q3 		$356K Buy
3,647
+1,208
+50% +$125K 0.12% 96
2021
Q2 		$241K Buy
2,439
+249
+11% +$25K 0.09% 104
2021
Q1 		$211K Buy
2,190
+933
+74% +$85.2K 0.09% 104
2020
Q4 		$115K Hold
1,257
– – 0.05% 130
2020
Q3 		$111K Sell
1,257
-16
-1% -$1.32K 0.06% 127
2020
Q2 		$102K Sell
1,273
-38
-3% -$3.21K 0.06% 132
2020
Q1 		$106K Sell
1,311
-506
-28% -$46.5K 0.07% 125
2019
Q4 		$166K Buy
1,817
+158
+10% +$14.5K 0.09% 113
2019
Q3 		$159K Hold
1,659
– – 0.1% 113
2019
Q2 		$146K Hold
1,659
– – 0.09% 113
2019
Q1 		$149K Sell
1,659
-100
-6% -$8.82K 0.1% 114
2018
Q4 		$152K Hold
1,759
– – 0.12% 114
2018
Q3 		$141K Hold
1,759
– – 0.1% 119
2018
Q2 		$139K Sell
1,759
-300
-15% -$23.1K 0.1% 117
2018
Q1 		$160K Buy
2,059
+754
+58% +$58.3K 0.12% 111
2017
Q4 		$110K Hold
1,305
– – 0.08% 133
2017
Q3 		$110K Hold
1,305
– – 0.08% 134
2017
Q2 		$109K Hold
1,305
– – 0.09% 131
2017
Q1 		$107K Sell
1,305
-80
-6% -$6.36K 0.09% 132
2016
Q4 		$108K Buy
+1,385
New +$106K 0.1% 141

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 Paces Advisors's DUK Position: Q2 2026 in Review

West Paces Advisors reduced its Duke Energy (DUK) stake by 2.1% in Q2 2026, selling an estimated $8.45K and leaving 3,088 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #118.

West Paces Advisors first reported a position in DUK in Q4 2016 and has held it in 39 quarters since. The position peaked at $473K in Q2 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • West Paces Advisors held 3,088 shares of Duke Energy worth $391K as of Q2 2026.
  • West Paces Advisors sold 67 Duke Energy shares in Q2 2026, an estimated $8.45K.
  • Duke Energy made up 0.07% of West Paces Advisors's portfolio in Q2 2026, its #118 holding.
  • West Paces Advisors first reported a position in Duke Energy in Q4 2016 and has held it in 39 quarters since.
  • West Paces Advisors's Duke Energy position peaked at $473K in Q2 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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