Cidel Asset Management’s Duke Energy DUK Stock Holding History

Cidel Asset Management’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	$1.17M	Buy	9,227 +1,981	+27%	+$250K	0.06%	157
2026 Q1	$949K	Buy	7,246 +1,198	+20%	+$150K	0.05%	158
2025 Q4	$709K	Hold	6,048	–	–	0.05%	167
2025 Q3	$748K	Hold	6,048	–	–	0.04%	152
2025 Q2	$714K	Sell	6,048 -148	-2%	-$17.5K	0.04%	158
2025 Q1	$756K	Sell	6,196 -286	-4%	-$32.6K	0.05%	148
2024 Q4	$698K	Hold	6,482	–	–	0.05%	153
2024 Q3	$747K	Hold	6,482	–	–	0.05%	144
2024 Q2	$650K	Hold	6,482	–	–	0.05%	150
2024 Q1	$627K	Buy	6,482 +266	+4%	+$25.2K	0.05%	159
2023 Q4	$603K	Buy	+6,216	New	+$565K	0.03%	164

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cidel Asset Management's DUK Position: Q2 2026 in Review

Cidel Asset Management increased its Duke Energy (DUK) stake by 27% in Q2 2026, buying an estimated $250K and bringing the position to 9,227 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #157.

Cidel Asset Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Cidel Asset Management held 9,227 shares of Duke Energy worth $1.17M as of Q2 2026.
Cidel Asset Management bought 1,981 Duke Energy shares in Q2 2026, an estimated $250K.
Duke Energy made up 0.06% of Cidel Asset Management's portfolio in Q2 2026, its #157 holding.
Cidel Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.