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Caliber Wealth Management (Kansas)’s Duke Energy DUK Stock Holding History

Caliber Wealth Management (Kansas)’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 		$214K Buy
1,688
+32
+2% +$4.04K 0.02% 284
2026
Q1 		$217K Buy
+1,656
New +$207K 0.02% 256

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DUK Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Duke Energy (DUK) stake by 1.9% in Q2 2026, buying an estimated $4.04K and bringing the position to 1,688 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #284.

Caliber Wealth Management (Kansas) first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $217K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 1,688 shares of Duke Energy worth $214K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 32 Duke Energy shares in Q2 2026, an estimated $4.04K.
  • Duke Energy made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #284 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • Caliber Wealth Management (Kansas)'s Duke Energy position peaked at $217K in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.