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 Q3	$115K	Sell	1,007 -39	-4%	-$4.78K	0.06%	180
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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

WPG Advisers's DUK Position: Q3 2026 in Review

WPG Advisers reduced its Duke Energy (DUK) stake by 3.7% in Q3 2026, selling an estimated $4.78K and leaving 1,007 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #180.

WPG Advisers first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $132K in Q2 2026. 912 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

WPG Advisers held 1,007 shares of Duke Energy worth $115K as of Q3 2026.
WPG Advisers sold 39 Duke Energy shares in Q3 2026, an estimated $4.78K.
Duke Energy made up 0.06% of WPG Advisers's portfolio in Q3 2026, its #180 holding.
WPG Advisers first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
WPG Advisers's Duke Energy position peaked at $132K in Q2 2026.
912 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.