Wolff Financial Management’s Duke Energy DUK Stock Holding History

Wolff Financial 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	$609K	Hold	4,810	–	–	0.12%	67
2026 Q1	$630K	Hold	4,810	–	–	0.14%	65
2025 Q4	$564K	Hold	4,810	–	–	0.13%	65
2025 Q3	$595K	Sell	4,810 -15	-0.3%	-$1.82K	0.14%	64
2025 Q2	$569K	Buy	4,825 +15	+0.3%	+$1.77K	0.15%	63
2025 Q1	$587K	Hold	4,810	–	–	0.16%	61
2024 Q4	$518K	Hold	4,810	–	–	0.14%	64
2024 Q3	$555K	Hold	4,810	–	–	0.15%	63
2024 Q2	$482K	Hold	4,810	–	–	0.36%	33
2024 Q1	$465K	Hold	4,810	–	–	0.14%	71
2023 Q4	$467K	Hold	4,810	–	–	0.14%	68
2023 Q3	$425K	Hold	4,810	–	–	0.15%	70
2023 Q2	$432K	Hold	4,810	–	–	0.38%	30
2023 Q1	$464K	Hold	4,810	–	–	0.16%	70
2022 Q4	$495K	Hold	4,810	–	–	0.18%	68
2022 Q3	$447K	Hold	4,810	–	–	0.2%	68
2022 Q2	$516K	Hold	4,810	–	–	0.23%	66
2022 Q1	$537K	Hold	4,810	–	–	0.21%	68
2021 Q4	$505K	Hold	4,810	–	–	0.19%	70
2021 Q3	$469K	Buy	+4,810	New	+$498K	0.41%	27
2021 Q1	$464K	Buy	4,810 +1,354	+39%	+$124K	0.21%	73
2020 Q4	$316K	Hold	3,456	–	–	0.17%	77
2020 Q3	$306K	Hold	3,456	–	–	0.18%	74
2020 Q2	$276K	Hold	3,456	–	–	0.18%	73
2020 Q1	$280K	Hold	3,456	–	–	0.21%	67
2019 Q4	$315K	Buy	3,456 +591	+21%	+$54.2K	0.21%	68
2019 Q3	$275K	Buy	+2,865	New	+$261K	0.2%	70

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

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

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

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wolff Financial Management's DUK Position: Q2 2026 in Review

Wolff Financial Management held its Duke Energy (DUK) position steady in Q2 2026 at 4,810 shares worth $609K. The position accounts for 0.12% of the portfolio, ranked #67.

Wolff Financial Management first reported a position in DUK in Q3 2019 and has held it in 27 quarters since. The position peaked at $630K in Q1 2026. 578 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Wolff Financial Management held 4,810 shares of Duke Energy worth $609K as of Q2 2026.
Wolff Financial Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.12% of Wolff Financial Management's portfolio in Q2 2026, its #67 holding.
Wolff Financial Management first reported a position in Duke Energy in Q3 2019 and has held it in 27 quarters since.
Wolff Financial Management's Duke Energy position peaked at $630K in Q1 2026.
578 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.