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Approach Retirement Advisors’s Duke Energy DUK Stock Holding History

Approach Retirement 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 		$426K Buy
3,369
+190
+6% +$24K 0.31% 54
2026
Q1 		$416K Buy
3,179
+203
+7% +$25.4K 0.35% 49
2025
Q4 		$349K Buy
+2,976
New +$363K 0.3% 59

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Approach Retirement Advisors's DUK Position: Q2 2026 in Review

Approach Retirement Advisors increased its Duke Energy (DUK) stake by 6% in Q2 2026, buying an estimated $24K and bringing the position to 3,369 shares worth $426K. The position accounts for 0.31% of the portfolio, ranked #54.

Approach Retirement Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 1,449 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Approach Retirement Advisors held 3,369 shares of Duke Energy worth $426K as of Q2 2026.
  • Approach Retirement Advisors bought 190 Duke Energy shares in Q2 2026, an estimated $24K.
  • Duke Energy made up 0.31% of Approach Retirement Advisors's portfolio in Q2 2026, its #54 holding.
  • Approach Retirement Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.