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Brookwood Investment Group’s Duke Energy DUK Stock Holding History

Brookwood Investment 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 		– Sell
-1,609
Closed -$211K – 561
2026
Q1 		$211K Sell
1,609
-771
-32% -$96.4K 0.03% 477
2025
Q4 		$279K Buy
+2,380
New +$291K 0.03% 411
2025
Q2 		– Sell
-1,656
Closed -$202K – 468
2025
Q1 		$202K Buy
+1,656
New +$189K 0.03% 400

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Brookwood Investment Group's DUK Position: Q2 2026 in Review

Brookwood Investment Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,609 shares — an estimated $211K sold.

Brookwood Investment Group first reported a position in DUK in Q1 2025 and held it in 3 quarters. The position peaked at $279K in Q4 2025. 874 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Brookwood Investment Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 1,609 Duke Energy shares in Q2 2026, an estimated $211K.
  • Brookwood Investment Group first reported a position in Duke Energy in Q1 2025 and held it in 3 quarters.
  • Brookwood Investment Group's Duke Energy position peaked at $279K in Q4 2025.
  • 874 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.