WEG
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World Equity Group’s Duke Energy DUK Stock Holding History

World Equity 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 		$247K Sell
1,948
-28
-1% -$3.53K 0.06% 338
2026
Q1 		$259K Sell
1,976
-335
-14% -$41.9K 0.07% 318
2025
Q4 		$271K Sell
2,311
-510
-18% -$62.3K 0.08% 283
2025
Q3 		$349K Sell
2,821
-502
-15% -$60.9K 0.08% 239
2025
Q2 		$392K Sell
3,323
-498
-13% -$58.8K 0.11% 201
2025
Q1 		$456K Buy
3,821
+582
+18% +$66.3K 0.13% 163
2024
Q4 		$349K Sell
3,239
-437
-12% -$49.5K 0.07% 242
2024
Q3 		$424K Sell
3,676
-504
-12% -$56.1K 0.15% 142
2024
Q2 		$419K Sell
4,180
-242
-5% -$24.2K 0.13% 175
2024
Q1 		$428K Sell
4,422
-226
-5% -$21.4K 0.09% 199
2023
Q4 		$451K Sell
4,648
-925
-17% -$84.1K 0.09% 203
2023
Q3 		$492K Buy
5,573
+810
+17% +$74.3K 0.1% 208
2023
Q2 		$427K Buy
+4,763
New +$450K 0.13% 204
2023
Q1 		– Sell
-4,924
Closed -$507K – 526
2022
Q4 		$507K Sell
4,924
-1
-0% -$96 0.12% 172
2022
Q3 		$458K Sell
4,925
-307
-6% -$33K 0.12% 177
2022
Q2 		$561K Buy
5,232
+349
+7% +$38.4K 0.14% 167
2022
Q1 		$545K Buy
+4,883
New +$507K 0.12% 195

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

World Equity Group's DUK Position: Q2 2026 in Review

World Equity Group reduced its Duke Energy (DUK) stake by 1.4% in Q2 2026, selling an estimated $3.53K and leaving 1,948 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #338.

World Equity Group first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. The position peaked at $561K in Q2 2022. 869 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • World Equity Group held 1,948 shares of Duke Energy worth $247K as of Q2 2026.
  • World Equity Group sold 28 Duke Energy shares in Q2 2026, an estimated $3.53K.
  • Duke Energy made up 0.06% of World Equity Group's portfolio in Q2 2026, its #338 holding.
  • World Equity Group first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's Duke Energy position peaked at $561K in Q2 2022.
  • 869 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.