Creative Capital Management Investments’s Duke Energy DUK Stock Holding History

Creative Capital Management Investments’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	$2.02K	Buy	+16	New	+$2.02K	﹤0.01%	798
2023 Q1	–	Sell	-14	Closed	-$1K	–	252
2022 Q4	$1K	Buy	+14	New	+$1.34K	﹤0.01%	188

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

MFA

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

Creative Capital Management Investments's DUK Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Duke Energy (DUK) in Q2 2026: 16 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in DUK as recently as Q4 2022.

Creative Capital Management Investments first reported a position in DUK in Q4 2022 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Creative Capital Management Investments held 16 shares of Duke Energy worth $2.02K as of Q2 2026.
Duke Energy was a new Creative Capital Management Investments position in Q2 2026.
Duke Energy made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #798 holding.
Creative Capital Management Investments first reported a position in Duke Energy in Q4 2022 and has held it in 2 quarters since.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.