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Wilkerson Advisory Group’s Duke Energy DUK Stock Holding History

Wilkerson Advisory Group’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 		$15.9K Sell
126
-20
-14% -$2.52K ﹤0.01% 355
2026
Q1 		$19.1K Buy
146
+60
+70% +$7.5K 0.01% 310
2025
Q4 		$10.1K Buy
+86
New +$10.5K ﹤0.01% 329

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

Wilkerson Advisory Group's DUK Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $2.52K and leaving 126 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Wilkerson Advisory Group first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.1K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wilkerson Advisory Group held 126 shares of Duke Energy worth $15.9K as of Q2 2026.
  • Wilkerson Advisory Group sold 20 Duke Energy shares in Q2 2026, an estimated $2.52K.
  • Duke Energy made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #355 holding.
  • Wilkerson Advisory Group first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Duke Energy position peaked at $19.1K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.