CFIA
DUK icon

Cantor Fitzgerald Investment Advisors’s Duke Energy DUK Stock Holding History

Cantor Fitzgerald Investment Advisors’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 		$13.4M Buy
105,977
+361
+0.3% +$45.5K 0.9% 42
2026
Q1 		$13.8M Sell
105,616
-1,319
-1% -$165K 1.02% 37
2025
Q4 		$12.5M Sell
106,935
-14,203
-12% -$1.73M 0.93% 37
2025
Q3 		$15M Buy
121,138
+1,282
+1% +$156K 1.02% 33
2025
Q2 		$14.1M Sell
119,856
-991
-0.8% -$117K 1% 36
2025
Q1 		$14.7M Sell
120,847
-15,002
-11% -$1.71M 1.07% 35
2024
Q4 		$14.6M Buy
135,849
+1,113
+0.8% +$126K 1.01% 44
2024
Q3 		$15.5M Sell
134,736
-231
-0.2% -$25.7K 1.06% 41
2024
Q2 		$13.5M Sell
134,967
-3,359
-2% -$336K 1.04% 41
2024
Q1 		$13.4M Buy
138,326
+24,363
+21% +$2.31M 0.99% 43
2023
Q4 		$11.1M Buy
+113,963
New +$10.4M 0.85% 51
2022
Q1 		$25M Buy
224,286
+111,890
+100% +$11.6M 1.12% 28
2021
Q4 		$11.8M Buy
112,396
+2,249
+2% +$228K 0.71% 36
2021
Q3 		$10.8M Buy
110,147
+1,266
+1% +$131K 0.8% 40
2021
Q2 		$10.7M Buy
+108,881
New +$10.9M 0.79% 39

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Cantor Fitzgerald Investment Advisors's DUK Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its Duke Energy (DUK) stake by 0.34% in Q2 2026, buying an estimated $45.5K and bringing the position to 105,977 shares worth $13.4M. The position accounts for 0.9% of the portfolio, ranked #42.

Cantor Fitzgerald Investment Advisors first reported a position in DUK in Q2 2021 and has held it in 15 quarters since. The position peaked at $25M in Q1 2022. 1,273 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 105,977 shares of Duke Energy worth $13.4M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors bought 361 Duke Energy shares in Q2 2026, an estimated $45.5K.
  • Duke Energy made up 0.9% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Duke Energy in Q2 2021 and has held it in 15 quarters since.
  • Cantor Fitzgerald Investment Advisors's Duke Energy position peaked at $25M in Q1 2022.
  • 1,273 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.