Aventus Investment Advisors’s Duke Energy DUK Stock Holding History

Aventus 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	$12.7K	Buy	+100	New	+$12.6K	0.01%	113

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

ORIO

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Aventus Investment Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 100 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings.

882 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Aventus Investment Advisors held 100 shares of Duke Energy worth $12.7K as of Q2 2026.
Duke Energy was a new Aventus Investment Advisors position in Q2 2026.
Duke Energy made up 0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #113 holding.
882 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.