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Affinity Capital Advisors’s Duke Energy DUK Stock Holding History

Affinity Capital 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 		$251K Buy
+1,991
New +$251K 0.03% 168

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Affinity Capital Advisors's DUK Position: Q2 2026 in Review

Affinity Capital Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 1,991 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Affinity Capital Advisors held 1,991 shares of Duke Energy worth $251K as of Q2 2026.
  • Duke Energy was a new Affinity Capital Advisors position in Q2 2026.
  • Duke Energy made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #168 holding.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.