AssuredPartners Investment Advisors’s Duke Energy DUK Stock Holding History

AssuredPartners Investment 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	$1.73M	Buy	13,646 +620	+5%	+$78.2K	0.17%	143
2026 Q1	$1.71M	Sell	13,026 -2,664	-17%	-$333K	0.19%	134
2025 Q4	$1.84M	Buy	15,690 +510	+3%	+$62.3K	0.27%	87
2025 Q3	$1.88M	Buy	15,180 +144	+1%	+$17.5K	0.42%	47
2025 Q2	$1.77M	Sell	15,036 -2,649	-15%	-$313K	0.43%	46
2025 Q1	$2.16M	Sell	17,685 -546	-3%	-$62.2K	0.42%	69
2024 Q4	$1.96M	Buy	+18,231	New	+$2.07M	0.38%	75

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssuredPartners Investment Advisors's DUK Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Duke Energy (DUK) stake by 4.8% in Q2 2026, buying an estimated $78.2K and bringing the position to 13,646 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #143.

AssuredPartners Investment Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q1 2025. 2,499 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

AssuredPartners Investment Advisors held 13,646 shares of Duke Energy worth $1.73M as of Q2 2026.
AssuredPartners Investment Advisors bought 620 Duke Energy shares in Q2 2026, an estimated $78.2K.
Duke Energy made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #143 holding.
AssuredPartners Investment Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Duke Energy position peaked at $2.16M in Q1 2025.
2,499 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.