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Armis Advisers’s Duke Energy DUK Stock Holding History

Armis 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
Q2 		$2.38M Buy
18,883
+127
+0.7% +$16K 0.22% 77
2026
Q1 		$2.32M Buy
18,756
+398
+2% +$49.8K 0.22% 76
2025
Q4 		$2.33M Sell
18,358
-221
-1% -$27K 0.26% 64
2025
Q3 		$2.3M Sell
18,579
-3,275
-15% -$397K 0.21% 74
2025
Q2 		$2.57M Buy
21,854
+500
+2% +$59K 0.2% 90
2025
Q1 		$2.61M Buy
21,354
+16,828
+372% +$1.92M 0.24% 88
2024
Q4 		$488K Buy
+4,526
New +$513K 0.06% 193

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

Armis Advisers's DUK Position: Q2 2026 in Review

Armis Advisers increased its Duke Energy (DUK) stake by 0.68% in Q2 2026, buying an estimated $16K and bringing the position to 18,883 shares worth $2.38M. The position accounts for 0.22% of the portfolio, ranked #77.

Armis Advisers first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q1 2025. 448 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Armis Advisers held 18,883 shares of Duke Energy worth $2.38M as of Q2 2026.
  • Armis Advisers bought 127 Duke Energy shares in Q2 2026, an estimated $16K.
  • Duke Energy made up 0.22% of Armis Advisers's portfolio in Q2 2026, its #77 holding.
  • Armis Advisers first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Armis Advisers's Duke Energy position peaked at $2.61M in Q1 2025.
  • 448 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.