BayBridge Capital Group’s Duke Energy DUK Stock Holding History

BayBridge Capital Group’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	$574K	Buy	4,537 +1,785	+65%	+$225K	0.3%	66
2026 Q1	$323K	Hold	2,752	–	–	0.2%	76
2025 Q4	$323K	Sell	2,752 -14	-0.5%	-$1.71K	0.2%	76
2025 Q3	$342K	Sell	2,766 -845	-23%	-$103K	0.22%	72
2025 Q2	$426K	Buy	3,611 +56	+2%	+$6.61K	0.27%	69
2025 Q1	$434K	Sell	3,555 -7,247	-67%	-$826K	0.31%	61
2024 Q4	$1.16M	Buy	10,802 +8	+0.1%	+$906	0.84%	35
2024 Q3	$1.24M	Buy	+10,794	New	+$1.2M	0.9%	34

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

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

BayBridge Capital Group's DUK Position: Q2 2026 in Review

BayBridge Capital Group increased its Duke Energy (DUK) stake by 65% in Q2 2026, buying an estimated $225K and bringing the position to 4,537 shares worth $574K. The position accounts for 0.3% of the portfolio, ranked #66.

BayBridge Capital Group first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2024. 587 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

BayBridge Capital Group held 4,537 shares of Duke Energy worth $574K as of Q2 2026.
BayBridge Capital Group bought 1,785 Duke Energy shares in Q2 2026, an estimated $225K.
Duke Energy made up 0.3% of BayBridge Capital Group's portfolio in Q2 2026, its #66 holding.
BayBridge Capital Group first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
BayBridge Capital Group's Duke Energy position peaked at $1.24M in Q3 2024.
587 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.