CMA
DUK icon

Cedar Mountain Advisors’s Duke Energy DUK Stock Holding History

Cedar Mountain 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 		$12.3K Buy
97
+22
+29% +$2.77K ﹤0.01% 450
2026
Q1 		$9.82K Hold
75
– – ﹤0.01% 467
2025
Q4 		$8.79K Hold
75
– – ﹤0.01% 260
2025
Q3 		$9.28K Buy
+75
New +$9.1K ﹤0.01% 260
2023
Q1 		– Sell
-67
Closed -$6.9K – 307
2022
Q4 		$6.9K Hold
67
– – ﹤0.01% 184
2022
Q3 		$6K Hold
67
– – ﹤0.01% 197
2022
Q2 		$7K Hold
67
– – ﹤0.01% 190
2022
Q1 		$7K Hold
67
– – ﹤0.01% 212
2021
Q4 		$7K Hold
67
– – ﹤0.01% 211
2021
Q3 		$7K Buy
+67
New +$6.94K ﹤0.01% 207

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
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cedar Mountain Advisors's DUK Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Duke Energy (DUK) stake by 29% in Q2 2026, buying an estimated $2.77K and bringing the position to 97 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Cedar Mountain Advisors first reported a position in DUK in Q3 2021 and has held it in 10 quarters since. 551 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cedar Mountain Advisors held 97 shares of Duke Energy worth $12.3K as of Q2 2026.
  • Cedar Mountain Advisors bought 22 Duke Energy shares in Q2 2026, an estimated $2.77K.
  • Duke Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #450 holding.
  • Cedar Mountain Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 10 quarters since.
  • 551 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.