AG
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Advocate Group’s Duke Energy DUK Stock Holding History

Advocate 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 		$9.91M Buy
78,306
+1,778
+2% +$224K 1.49% 22
2026
Q1 		$10M Buy
76,528
+1,458
+2% +$182K 1.57% 18
2025
Q4 		$8.8M Buy
75,070
+4,104
+6% +$501K 1.42% 27
2025
Q3 		$8.78M Sell
70,966
-919
-1% -$112K 1.44% 22
2025
Q2 		$8.48M Sell
71,885
-849
-1% -$100K 1.52% 22
2025
Q1 		$8.87M Sell
72,734
-3,234
-4% -$369K 1.62% 22
2024
Q4 		$8.18M Sell
75,968
-9,110
-11% -$1.03M 1.54% 24
2024
Q3 		$9.81M Buy
85,078
+961
+1% +$107K 1.78% 11
2024
Q2 		$8.43M Buy
84,117
+1,731
+2% +$173K 1.7% 17
2024
Q1 		$7.97M Buy
82,386
+11,541
+16% +$1.09M 1.58% 22
2023
Q4 		$6.87M Buy
70,845
+1,641
+2% +$149K 1.48% 21
2023
Q3 		$6.11M Buy
69,204
+4,676
+7% +$429K 1.42% 26
2023
Q2 		$5.79M Sell
64,528
-1,150
-2% -$109K 1.27% 31
2023
Q1 		$6.34M Sell
65,678
-9,468
-13% -$935K 1.38% 27
2022
Q4 		$7.74M Sell
75,146
-5,009
-6% -$481K 1.67% 18
2022
Q3 		$7.46M Sell
80,155
-3,074
-4% -$330K 1.84% 14
2022
Q2 		$8.92M Buy
+83,229
New +$9.15M 2.08% 12

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Advocate Group's DUK Position: Q2 2026 in Review

Advocate Group increased its Duke Energy (DUK) stake by 2.3% in Q2 2026, buying an estimated $224K and bringing the position to 78,306 shares worth $9.91M. The position accounts for 1.49% of the portfolio, ranked #22.

Advocate Group first reported a position in DUK in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Advocate Group held 78,306 shares of Duke Energy worth $9.91M as of Q2 2026.
  • Advocate Group bought 1,778 Duke Energy shares in Q2 2026, an estimated $224K.
  • Duke Energy made up 1.49% of Advocate Group's portfolio in Q2 2026, its #22 holding.
  • Advocate Group first reported a position in Duke Energy in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Duke Energy position peaked at $10M in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.