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DUK icon

Brucke Financial’s Duke Energy DUK Stock Holding History

Brucke Financial’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 		$538K Buy
4,249
+1,199
+39% +$151K 0.24% 76
2026
Q1 		$399K Buy
3,050
+1,005
+49% +$126K 0.2% 95
2025
Q4 		$240K Buy
2,045
+249
+14% +$30.4K 0.13% 142
2025
Q3 		$223K Sell
1,796
-144
-7% -$17.5K 0.13% 139
2025
Q2 		$229K Buy
+1,940
New +$229K 0.16% 127

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

Brucke Financial's DUK Position: Q2 2026 in Review

Brucke Financial increased its Duke Energy (DUK) stake by 39% in Q2 2026, buying an estimated $151K and bringing the position to 4,249 shares worth $538K. The position accounts for 0.24% of the portfolio, ranked #76.

Brucke Financial first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Brucke Financial held 4,249 shares of Duke Energy worth $538K as of Q2 2026.
  • Brucke Financial bought 1,199 Duke Energy shares in Q2 2026, an estimated $151K.
  • Duke Energy made up 0.24% of Brucke Financial's portfolio in Q2 2026, its #76 holding.
  • Brucke Financial first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.