Cross Staff Investments’s Duke Energy DUK Stock Holding History

Cross Staff 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	$745K	Sell	5,886 -563	-9%	-$71K	0.42%	60
2026 Q1	$844K	Hold	6,449	–	–	0.43%	50
2025 Q4	$756K	Hold	6,449	–	–	0.42%	54
2025 Q3	$798K	Hold	6,449	–	–	0.56%	50
2025 Q2	$761K	Sell	6,449 -332	-5%	-$39.2K	0.57%	51
2025 Q1	$827K	Hold	6,781	–	–	0.62%	46
2024 Q4	$731K	Hold	6,781	–	–	0.51%	48
2024 Q3	$782K	Buy	6,781 +332	+5%	+$37K	0.6%	46
2024 Q2	$646K	Hold	6,449	–	–	0.54%	54
2024 Q1	$624K	Hold	6,449	–	–	0.53%	54
2023 Q4	$626K	Hold	6,449	–	–	0.55%	54
2023 Q3	$569K	Sell	6,449 -398	-6%	-$36.5K	0.56%	53
2023 Q2	$614K	Sell	6,847 -276	-4%	-$26K	0.56%	54
2023 Q1	$687K	Hold	7,123	–	–	0.68%	46
2022 Q4	$734K	Hold	7,123	–	–	0.77%	38
2022 Q3	$663K	Hold	7,123	–	–	0.74%	38
2022 Q2	$764K	Hold	7,123	–	–	0.84%	34
2022 Q1	$795K	Hold	7,123	–	–	0.74%	37
2021 Q4	$747K	Buy	+7,123	New	+$722K	0.67%	39

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

Cross Staff Investments's DUK Position: Q2 2026 in Review

Cross Staff Investments reduced its Duke Energy (DUK) stake by 8.7% in Q2 2026, selling an estimated $71K and leaving 5,886 shares worth $745K. The position accounts for 0.42% of the portfolio, ranked #60.

Cross Staff Investments first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $844K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Cross Staff Investments held 5,886 shares of Duke Energy worth $745K as of Q2 2026.
Cross Staff Investments sold 563 Duke Energy shares in Q2 2026, an estimated $71K.
Duke Energy made up 0.42% of Cross Staff Investments's portfolio in Q2 2026, its #60 holding.
Cross Staff Investments first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Duke Energy position peaked at $844K in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.