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Cape Investment Advisory’s Duke Energy DUK Stock Holding History

Cape Investment Advisory’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 		$1.08M Sell
8,559
-133
-2% -$16.8K 0.29% 62
2026
Q1 		$1.14M Buy
8,692
+411
+5% +$51.4K 0.38% 54
2025
Q4 		$971K Buy
8,281
+4,851
+141% +$592K 0.3% 67
2025
Q3 		$424K Sell
3,430
-4,538
-57% -$551K 0.42% 65
2025
Q2 		$940K Buy
7,968
+400
+5% +$47.2K 0.34% 64
2025
Q1 		$923K Buy
7,568
+156
+2% +$17.8K 0.37% 58
2024
Q4 		$799K Sell
7,412
-579
-7% -$65.6K 0.31% 65
2024
Q3 		$921K Buy
7,991
+152
+2% +$16.9K 0.37% 62
2024
Q2 		$786K Sell
7,839
-297
-4% -$29.7K 0.35% 61
2024
Q1 		$787K Buy
8,136
+24
+0.3% +$2.28K 0.37% 60
2023
Q4 		$787K Buy
8,112
+242
+3% +$22K 0.39% 55
2023
Q3 		$695K Buy
7,870
+263
+3% +$24.1K 0.39% 56
2023
Q2 		$683K Buy
7,607
+583
+8% +$55K 0.38% 54
2023
Q1 		$678K Buy
+7,024
New +$694K 0.41% 51

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

Cape Investment Advisory's DUK Position: Q2 2026 in Review

Cape Investment Advisory reduced its Duke Energy (DUK) stake by 1.5% in Q2 2026, selling an estimated $16.8K and leaving 8,559 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #62.

Cape Investment Advisory first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cape Investment Advisory held 8,559 shares of Duke Energy worth $1.08M as of Q2 2026.
  • Cape Investment Advisory sold 133 Duke Energy shares in Q2 2026, an estimated $16.8K.
  • Duke Energy made up 0.29% of Cape Investment Advisory's portfolio in Q2 2026, its #62 holding.
  • Cape Investment Advisory first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Duke Energy position peaked at $1.14M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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