C
DUK icon

Certuity’s Duke Energy DUK Stock Holding History

Certuity’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 		$786K Buy
6,212
+1,286
+26% +$162K 0.04% 219
2026
Q1 		$645K Buy
4,926
+1,606
+48% +$201K 0.04% 236
2025
Q4 		$389K Sell
3,320
-73
-2% -$8.91K 0.02% 334
2025
Q3 		$420K Sell
3,393
-123
-3% -$14.9K 0.03% 302
2025
Q2 		$415K Sell
3,516
-41
-1% -$4.84K 0.04% 239
2025
Q1 		$434K Buy
3,557
+177
+5% +$20.2K 0.05% 204
2024
Q4 		$364K Buy
3,380
+770
+30% +$87.2K 0.04% 228
2024
Q3 		$301K Sell
2,610
-655
-20% -$72.9K 0.03% 267
2024
Q2 		$327K Buy
3,265
+366
+13% +$36.6K 0.03% 241
2024
Q1 		$280K Sell
2,899
-369
-11% -$35K 0.02% 259
2023
Q4 		$317K Buy
3,268
+549
+20% +$49.9K 0.03% 238
2023
Q3 		$240K Buy
2,719
+212
+8% +$19.4K 0.03% 222
2023
Q2 		$225K Buy
2,507
+148
+6% +$14K 0.03% 236
2023
Q1 		$228K Sell
2,359
-1
-0% -$99 0.03% 191
2022
Q4 		$243K Buy
2,360
+129
+6% +$12.4K 0.04% 182
2022
Q3 		$208K Buy
2,231
+245
+12% +$26.3K 0.05% 177
2022
Q2 		$213K Sell
1,986
-1,480
-43% -$163K 0.06% 196
2022
Q1 		$387K Sell
3,466
-4,224
-55% -$439K 0.08% 163
2021
Q4 		$807K Sell
7,690
-397
-5% -$40.2K 0.17% 89
2021
Q3 		$789K Buy
8,087
+1,323
+20% +$137K 0.16% 110
2021
Q2 		$668K Buy
6,764
+641
+10% +$64.4K 0.15% 97
2021
Q1 		$591K Buy
+6,123
New +$559K 0.16% 98

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 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Certuity's DUK Position: Q2 2026 in Review

Certuity increased its Duke Energy (DUK) stake by 26% in Q2 2026, buying an estimated $162K and bringing the position to 6,212 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #219.

Certuity first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $807K in Q4 2021. 953 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Certuity held 6,212 shares of Duke Energy worth $786K as of Q2 2026.
  • Certuity bought 1,286 Duke Energy shares in Q2 2026, an estimated $162K.
  • Duke Energy made up 0.04% of Certuity's portfolio in Q2 2026, its #219 holding.
  • Certuity first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • Certuity's Duke Energy position peaked at $807K in Q4 2021.
  • 953 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.