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WPG Advisers’s Duke Energy DUK Stock Holding History

WPG Advisers’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 		$132K Buy
1,046
+235
+29% +$29.6K 0.08% 156
2026
Q1 		$106K Sell
811
-233
-22% -$29.1K 0.08% 145
2025
Q4 		$122K Buy
1,044
+251
+32% +$30.6K 0.09% 142
2025
Q3 		$98.1K Sell
793
-1
-0.1% -$121 0.08% 166
2025
Q2 		$93.7K Sell
794
-4
-0.5% -$472 0.08% 168
2025
Q1 		$97.3K Sell
798
-157
-16% -$17.9K 0.09% 166
2024
Q4 		$103K Buy
+955
New +$108K 0.1% 176

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WPG Advisers's DUK Position: Q2 2026 in Review

WPG Advisers increased its Duke Energy (DUK) stake by 29% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,046 shares worth $132K. The position accounts for 0.08% of the portfolio, ranked #156.

WPG Advisers first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • WPG Advisers held 1,046 shares of Duke Energy worth $132K as of Q2 2026.
  • WPG Advisers bought 235 Duke Energy shares in Q2 2026, an estimated $29.6K.
  • Duke Energy made up 0.08% of WPG Advisers's portfolio in Q2 2026, its #156 holding.
  • WPG Advisers first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.