Cultivar Capital’s Duke Energy DUK Stock Holding History

Cultivar Capital’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	$286K	Buy	2,258 +23	+1%	+$2.9K	0.18%	31
2026 Q1	$293K	Hold	2,235	–	–	0.19%	32
2025 Q4	$262K	Sell	2,235 -126	-5%	-$15.4K	0.17%	33
2025 Q3	$292K	Buy	2,361 +126	+6%	+$15.3K	0.19%	28
2025 Q2	$264K	Buy	+2,235	New	+$264K	0.19%	31
2024 Q3	–	Sell	-1,333	Closed	-$134K	–	73
2024 Q2	$134K	Buy	+1,333	New	+$133K	0.11%	37

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Milford Funds Auckland $6.14B AUM

Cultivar Capital's DUK Position: Q2 2026 in Review

Cultivar Capital increased its Duke Energy (DUK) stake by 1% in Q2 2026, buying an estimated $2.9K and bringing the position to 2,258 shares worth $286K. The position accounts for 0.18% of the portfolio, ranked #31.

Cultivar Capital first reported a position in DUK in Q2 2024 and has held it in 6 quarters since. The position peaked at $293K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Cultivar Capital held 2,258 shares of Duke Energy worth $286K as of Q2 2026.
Cultivar Capital bought 23 Duke Energy shares in Q2 2026, an estimated $2.9K.
Duke Energy made up 0.18% of Cultivar Capital's portfolio in Q2 2026, its #31 holding.
Cultivar Capital first reported a position in Duke Energy in Q2 2024 and has held it in 6 quarters since.
Cultivar Capital's Duke Energy position peaked at $293K in Q1 2026.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.