CSP
DUK icon

Cary Street Partners’s Duke Energy DUK Stock Holding History

Cary Street Partners’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 		$5.88M Buy
46,487
+6,035
+15% +$761K 0.13% 173
2026
Q1 		$5.3M Buy
40,452
+2,337
+6% +$292K 0.13% 167
2025
Q4 		$4.47M Buy
38,115
+4,434
+13% +$541K 0.11% 190
2025
Q3 		$4.17M Sell
33,681
-28,373
-46% -$3.44M 0.11% 201
2025
Q2 		$7.32M Buy
62,054
+2,934
+5% +$346K 0.21% 122
2025
Q1 		$7.21M Buy
59,120
+28,636
+94% +$3.26M 0.23% 108
2024
Q4 		$3.28M Buy
+30,484
New +$3.45M 0.11% 185

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Cary Street Partners's DUK Position: Q2 2026 in Review

Cary Street Partners increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $761K and bringing the position to 46,487 shares worth $5.88M. The position accounts for 0.13% of the portfolio, ranked #173.

Cary Street Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.32M in Q2 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cary Street Partners held 46,487 shares of Duke Energy worth $5.88M as of Q2 2026.
  • Cary Street Partners bought 6,035 Duke Energy shares in Q2 2026, an estimated $761K.
  • Duke Energy made up 0.13% of Cary Street Partners's portfolio in Q2 2026, its #173 holding.
  • Cary Street Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Duke Energy position peaked at $7.32M in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.