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Whitener Capital Management’s Duke Energy DUK Stock Holding History

Whitener Capital Management’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 		$8.27M Buy
65,330
+3,170
+5% +$400K 1.75% 13
2026
Q1 		$8.14M Buy
62,160
+9,049
+17% +$1.13M 1.86% 14
2025
Q4 		$6.23M Buy
53,111
+4,626
+10% +$565K 1.42% 16
2025
Q3 		$6M Buy
48,485
+1,470
+3% +$178K 1.44% 15
2025
Q2 		$5.55M Buy
47,015
+1,237
+3% +$146K 1.47% 16
2025
Q1 		$5.58M Buy
45,778
+1,591
+4% +$181K 1.58% 16
2024
Q4 		$4.76M Buy
44,187
+430
+1% +$48.7K 1.33% 18
2024
Q3 		$5.05M Sell
43,757
-281
-0.6% -$31.3K 1.43% 18
2024
Q2 		$4.41M Buy
44,038
+1,279
+3% +$128K 1.34% 19
2024
Q1 		$4.14M Buy
42,759
+1,157
+3% +$110K 1.35% 21
2023
Q4 		$4.04M Sell
41,602
-2,058
-5% -$187K 1.46% 19
2023
Q3 		$3.85M Buy
43,660
+1,449
+3% +$133K 1.54% 21
2023
Q2 		$3.79M Buy
42,211
+661
+2% +$62.4K 1.45% 22
2023
Q1 		$4.01M Buy
41,550
+1,141
+3% +$113K 1.68% 16
2022
Q4 		$4.16M Sell
40,409
-153
-0.4% -$14.7K 1.82% 18
2022
Q3 		$3.77M Sell
40,562
-522
-1% -$56.1K 1.78% 13
2022
Q2 		$4.4M Buy
41,084
+425
+1% +$46.7K 1.99% 11
2022
Q1 		$4.54M Buy
40,659
+1,600
+4% +$166K 1.7% 13
2021
Q4 		$4.1M Buy
39,059
+3,141
+9% +$318K 1.46% 17
2021
Q3 		$3.29M Sell
35,918
-1,447
-4% -$150K 1.51% 16
2021
Q2 		$3.69M Buy
37,365
+1,057
+3% +$106K 1.47% 17
2021
Q1 		$3.5M Buy
36,308
+390
+1% +$35.6K 1.52% 17
2020
Q4 		$3.29M Buy
35,918
+2,630
+8% +$243K 1.5% 16
2020
Q3 		$2.95M Buy
33,288
+2,228
+7% +$184K 1.42% 16
2020
Q2 		$2.48M Buy
31,060
+1,545
+5% +$131K 1.29% 16
2020
Q1 		$2.39M Buy
29,515
+2,337
+9% +$215K 1.54% 15
2019
Q4 		$2.48M Buy
27,178
+2,268
+9% +$208K 1.29% 18
2019
Q3 		$2.39M Buy
24,910
+1,879
+8% +$171K 1.31% 18
2019
Q2 		$2.03M Buy
23,031
+3,674
+19% +$325K 1.16% 19
2019
Q1 		$1.74M Sell
19,357
-252
-1% -$22.2K 1.14% 19
2018
Q4 		$1.69M Buy
19,609
+2,000
+11% +$170K 1.25% 16
2018
Q3 		$1.41M Buy
17,609
+24
+0.1% +$1.94K 0.92% 23
2018
Q2 		$1.39M Sell
17,585
-502
-3% -$38.6K 1.09% 20
2018
Q1 		$1.4M Buy
18,087
+2,666
+17% +$206K 1.07% 21
2017
Q4 		$1.3M Buy
+15,421
New +$1.35M 1.12% 18

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

Whitener Capital Management's DUK Position: Q2 2026 in Review

Whitener Capital Management increased its Duke Energy (DUK) stake by 5.1% in Q2 2026, buying an estimated $400K and bringing the position to 65,330 shares worth $8.27M. The position accounts for 1.75% of the portfolio, ranked #13.

Whitener Capital Management first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Whitener Capital Management held 65,330 shares of Duke Energy worth $8.27M as of Q2 2026.
  • Whitener Capital Management bought 3,170 Duke Energy shares in Q2 2026, an estimated $400K.
  • Duke Energy made up 1.75% of Whitener Capital Management's portfolio in Q2 2026, its #13 holding.
  • Whitener Capital Management first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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