AP
DUK icon

Aspect Partners’s Duke Energy DUK Stock Holding History

Aspect Partners’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 		$9.24K Hold
73
– – ﹤0.01% 294
2026
Q1 		$9.56K Hold
73
– – ﹤0.01% 271
2025
Q4 		$8.56K Buy
73
+10
+16% +$1.22K ﹤0.01% 299
2025
Q3 		$7.8K Sell
63
-105
-63% -$12.7K ﹤0.01% 344
2025
Q2 		$19.8K Buy
168
+105
+167% +$12.4K 0.01% 217
2025
Q1 		$7.68K Hold
63
– – ﹤0.01% 293
2024
Q4 		$6.79K Hold
63
– – ﹤0.01% 328
2024
Q3 		$7.26K Hold
63
– – ﹤0.01% 306
2024
Q2 		$6.31K Hold
63
– – ﹤0.01% 324
2024
Q1 		$6.09K Hold
63
– – ﹤0.01% 331
2023
Q4 		$6.11K Buy
+63
New +$5.73K ﹤0.01% 315

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aspect Partners's DUK Position: Q2 2026 in Review

Aspect Partners held its Duke Energy (DUK) position steady in Q2 2026 at 73 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Aspect Partners first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8K in Q2 2025. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Aspect Partners held 73 shares of Duke Energy worth $9.24K as of Q2 2026.
  • Aspect Partners left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #294 holding.
  • Aspect Partners first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Duke Energy position peaked at $19.8K in Q2 2025.
  • 722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.