YIA
DUK icon

YHB Investment Advisors’s Duke Energy DUK Stock Holding History

YHB Investment Advisors’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 		$298K Buy
+2,357
New +$297K 0.02% 275
2025
Q4 		– Sell
-1,652
Closed -$204K – 300
2025
Q3 		$204K Buy
+1,652
New +$200K 0.02% 296
2025
Q2 		– Sell
-1,643
Closed -$200K – 302
2025
Q1 		$200K Buy
+1,643
New +$187K 0.02% 288
2024
Q1 		– Sell
-2,147
Closed -$208K – 274
2023
Q4 		$208K Sell
2,147
-550
-20% -$50K 0.02% 259
2023
Q3 		$238K Buy
2,697
+131
+5% +$12K 0.02% 252
2023
Q2 		$230K Sell
2,566
-225
-8% -$21.2K 0.02% 259
2023
Q1 		$269K Buy
2,791
+5
+0.2% +$494 0.03% 238
2022
Q4 		$287K Sell
2,786
-232
-8% -$22.3K 0.03% 228
2022
Q3 		$281K Buy
3,018
+5
+0.2% +$537 0.03% 229
2022
Q2 		$323K Buy
3,013
+4
+0.1% +$440 0.03% 217
2022
Q1 		$336K Sell
3,009
-143
-5% -$14.9K 0.03% 225
2021
Q4 		$331K Sell
3,152
-218
-6% -$22.1K 0.03% 250
2021
Q3 		$329K Sell
3,370
-213
-6% -$22.1K 0.03% 234
2021
Q2 		$354K Sell
3,583
-275
-7% -$27.6K 0.03% 232
2021
Q1 		$388K Sell
3,858
-69
-2% -$6.3K 0.03% 216
2020
Q4 		$360K Buy
3,927
+764
+24% +$70.7K 0.03% 214
2020
Q3 		$280K Buy
3,163
+5
+0.2% +$412 0.03% 220
2020
Q2 		$252K Sell
3,158
-92
-3% -$7.77K 0.04% 162
2020
Q1 		$263K Buy
3,250
+145
+5% +$13.3K 0.05% 152
2019
Q4 		$283K Sell
3,105
-896
-22% -$82.1K 0.04% 164
2019
Q3 		$384K Buy
4,001
+210
+6% +$19.1K 0.06% 143
2019
Q2 		$335K Sell
3,791
-108
-3% -$9.55K 0.05% 155
2019
Q1 		$351K Sell
3,899
-659
-14% -$58.1K 0.06% 151
2018
Q4 		$393K Buy
4,558
+355
+8% +$30.2K 0.07% 136
2018
Q3 		$336K Sell
4,203
-58
-1% -$4.69K 0.05% 155
2018
Q2 		$337K Buy
4,261
+2
+0% +$154 0.06% 152
2018
Q1 		$330K Sell
4,259
-83
-2% -$6.42K 0.06% 151
2017
Q4 		$365K Sell
4,342
-129
-3% -$11.3K 0.06% 150
2017
Q3 		$375K Sell
4,471
-85
-2% -$7.28K 0.07% 141
2017
Q2 		$381K Sell
4,556
-874
-16% -$73.5K 0.07% 143
2017
Q1 		$448K Buy
5,430
+82
+2% +$6.52K 0.09% 132
2016
Q4 		$415K Buy
5,348
+87
+2% +$6.66K 0.09% 131
2016
Q3 		$421K Sell
5,261
-87
-2% -$7.21K 0.1% 123
2016
Q2 		$459K Sell
5,348
-37
-0.7% -$2.96K 0.1% 122
2016
Q1 		$434K Sell
5,385
-608
-10% -$46K 0.12% 116
2015
Q4 		$428K Buy
5,993
+321
+6% +$22.6K 0.1% 122
2015
Q3 		$408K Hold
5,672
– – 0.1% 127
2015
Q2 		$401K Buy
5,672
+317
+6% +$24K 0.09% 130
2015
Q1 		$411K Buy
5,355
+2,858
+114% +$232K 0.09% 131
2014
Q4 		$209K Buy
+2,497
New +$201K 0.05% 153

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

YHB Investment Advisors's DUK Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 2,357 shares worth $298K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in DUK as recently as Q3 2025.

YHB Investment Advisors first reported a position in DUK in Q4 2014 and has held it in 40 quarters since. The position peaked at $459K in Q2 2016. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • YHB Investment Advisors held 2,357 shares of Duke Energy worth $298K as of Q2 2026.
  • Duke Energy was a new YHB Investment Advisors position in Q2 2026.
  • Duke Energy made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #275 holding.
  • YHB Investment Advisors first reported a position in Duke Energy in Q4 2014 and has held it in 40 quarters since.
  • YHB Investment Advisors's Duke Energy position peaked at $459K in Q2 2016.
  • 817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.