Curated Wealth Partners’s Duke Energy DUK Stock Holding History

Curated Wealth Partners’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	$794K	Buy	+53,938	New	+$6.8M	0.1%	175

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Curated Wealth Partners's DUK Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Duke Energy (DUK) in Q2 2026: 53,938 shares worth $794K. The stake represents 0.1% of the portfolio and ranks #175 among its holdings.

897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Curated Wealth Partners held 53,938 shares of Duke Energy worth $794K as of Q2 2026.
Duke Energy was a new Curated Wealth Partners position in Q2 2026.
Duke Energy made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #175 holding.
897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.