Asset Planning Inc’s Duke Energy DUK Stock Holding History

Asset Planning Inc’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	$438K	Buy	3,460 +6	+0.2%	+$757	0.28%	52
2026 Q1	$452K	Buy	3,454 +5	+0.1%	+$625	0.32%	49
2025 Q4	$404K	Buy	3,449 +6	+0.2%	+$733	0.28%	54
2025 Q3	$426K	Buy	3,443 +6	+0.2%	+$728	0.31%	52
2025 Q2	$406K	Buy	3,437 +6	+0.2%	+$708	0.31%	52
2025 Q1	$419K	Buy	3,431 +5	+0.1%	+$570	0.33%	50
2024 Q4	$369K	Buy	+3,426	New	+$388K	0.28%	57

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Asset Planning Inc's DUK Position: Q2 2026 in Review

Asset Planning Inc increased its Duke Energy (DUK) stake by 0.17% in Q2 2026, buying an estimated $757 and bringing the position to 3,460 shares worth $438K. The position accounts for 0.28% of the portfolio, ranked #52.

Asset Planning Inc first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q1 2026. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Asset Planning Inc held 3,460 shares of Duke Energy worth $438K as of Q2 2026.
Asset Planning Inc bought 6 Duke Energy shares in Q2 2026, an estimated $757.
Duke Energy made up 0.28% of Asset Planning Inc's portfolio in Q2 2026, its #52 holding.
Asset Planning Inc first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Duke Energy position peaked at $452K in Q1 2026.
897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.