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Barlow Wealth Partners’s Duke Energy DUK Stock Holding History

Barlow Wealth 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 		$436K Buy
+3,438
New +$434K 0.05% 93
2024
Q4 		– Sell
-2,469
Closed -$272K – 142
2024
Q3 		$272K Hold
2,469
– – 0.04% 125
2024
Q2 		$268K Hold
2,469
– – 0.04% 124
2024
Q1 		$234K Buy
2,469
+200
+9% +$19K 0.03% 140
2023
Q4 		$220K Buy
+2,269
New +$206K 0.03% 139

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

Barlow Wealth Partners's DUK Position: Q2 2026 in Review

Barlow Wealth Partners opened a new position in Duke Energy (DUK) in Q2 2026: 3,438 shares worth $436K. The stake represents 0.05% of the portfolio and ranks #93 among its holdings. This is a return to the name: Barlow Wealth Partners previously reported a position in DUK as recently as Q3 2024.

Barlow Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 5 quarters since. 789 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Barlow Wealth Partners held 3,438 shares of Duke Energy worth $436K as of Q2 2026.
  • Duke Energy was a new Barlow Wealth Partners position in Q2 2026.
  • Duke Energy made up 0.05% of Barlow Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Barlow Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 5 quarters since.
  • 789 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.