WWM
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Wolff Wiese Magana’s Duke Energy DUK Stock Holding History

Wolff Wiese Magana’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 		$2.31M Sell
18,273
-54
-0.3% -$6.81K 1.06% 32
2026
Q1 		$2.4M Buy
18,327
+180
+1% +$22.5K 1.32% 25
2025
Q4 		$2.13M Buy
18,147
+1,286
+8% +$157K 1.16% 33
2025
Q3 		$2.09M Sell
16,861
-137
-0.8% -$16.6K 1.18% 26
2025
Q2 		$2.01M Sell
16,998
-137
-0.8% -$16.2K 1.24% 25
2025
Q1 		$2.09M Buy
17,135
+452
+3% +$51.5K 1.42% 24
2024
Q4 		$1.8M Buy
16,683
+345
+2% +$39.1K 1.19% 27
2024
Q3 		$1.88M Buy
16,338
+21
+0.1% +$2.34K 1.29% 26
2024
Q2 		$1.64M Sell
16,317
-374
-2% -$37.4K 1.3% 26
2024
Q1 		$1.61M Sell
16,691
-55
-0.3% -$5.22K 1.39% 27
2023
Q4 		$1.62M Sell
16,746
-1,436
-8% -$131K 1.54% 25
2023
Q3 		$1.6M Sell
18,182
-12
-0.1% -$1.1K 1.31% 19
2023
Q2 		$1.63M Buy
18,194
+1,694
+10% +$160K 1.26% 26
2023
Q1 		$1.59M Buy
16,500
+178
+1% +$17.6K 1.29% 26
2022
Q4 		$1.68M Buy
16,322
+597
+4% +$57.3K 1.44% 21
2022
Q3 		$1.46M Buy
15,725
+133
+0.9% +$14.3K 1.18% 29
2022
Q2 		$1.67M Buy
15,592
+110
+0.7% +$12.1K 1.22% 24
2022
Q1 		$1.73M Buy
15,482
+312
+2% +$32.4K 1.16% 21
2021
Q4 		$1.59M Buy
15,170
+2,030
+15% +$206K 1.03% 27
2021
Q3 		$1.28M Buy
13,140
+630
+5% +$65.2K 0.9% 29
2021
Q2 		$1.24M Buy
12,510
+194
+2% +$19.5K 0.88% 33
2021
Q1 		$1.19M Buy
12,316
+334
+3% +$30.5K 0.93% 33
2020
Q4 		$1.1M Buy
+11,982
New +$1.11M 0.93% 34

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

Wolff Wiese Magana's DUK Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Duke Energy (DUK) stake by 0.29% in Q2 2026, selling an estimated $6.81K and leaving 18,273 shares worth $2.31M. The position accounts for 1.06% of the portfolio, ranked #32.

Wolff Wiese Magana first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.4M in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wolff Wiese Magana held 18,273 shares of Duke Energy worth $2.31M as of Q2 2026.
  • Wolff Wiese Magana sold 54 Duke Energy shares in Q2 2026, an estimated $6.81K.
  • Duke Energy made up 1.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #32 holding.
  • Wolff Wiese Magana first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Duke Energy position peaked at $2.4M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.