Wilkins Miller Wealth Management’s Duke Energy DUK Stock Holding History

Wilkins Miller Wealth 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	–	Sell	-1,718	Closed	-$225K	–	96
2026 Q1	$225K	Buy	1,718 +5	+0.3%	+$625	0.14%	85
2025 Q4	$201K	Buy	1,713 +6	+0.4%	+$733	0.12%	92
2025 Q3	$211K	Buy	1,707 +10	+0.6%	+$1.21K	0.13%	89
2025 Q2	$200K	Buy	1,697 +7	+0.4%	+$826	0.14%	89
2025 Q1	$206K	Buy	+1,690	New	+$193K	0.16%	81

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wilkins Miller Wealth Management's DUK Position: Q2 2026 in Review

Wilkins Miller Wealth Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,718 shares — an estimated $225K sold.

Wilkins Miller Wealth Management first reported a position in DUK in Q1 2025 and held it in 5 quarters. The position peaked at $225K in Q1 2026. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Wilkins Miller Wealth Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Wilkins Miller Wealth Management sold 1,718 Duke Energy shares in Q2 2026, an estimated $225K.
Wilkins Miller Wealth Management first reported a position in Duke Energy in Q1 2025 and held it in 5 quarters.
Wilkins Miller Wealth Management's Duke Energy position peaked at $225K in Q1 2026.
722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.