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Cyndeo Wealth Partners’s Duke Energy DUK Stock Holding History

Cyndeo 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 		$11M Buy
86,700
+2,722
+3% +$343K 0.52% 58
2026
Q1 		$11M Buy
83,978
+21,814
+35% +$2.73M 0.58% 49
2025
Q4 		$7.29M Buy
62,164
+56,023
+912% +$6.84M 0.39% 74
2025
Q3 		$760K Buy
6,141
+607
+11% +$73.7K 0.04% 267
2025
Q2 		$653K Buy
5,534
+424
+8% +$50K 0.04% 274
2025
Q1 		$623K Sell
5,110
-248
-5% -$28.3K 0.04% 269
2024
Q4 		$577K Buy
5,358
+21
+0.4% +$2.38K 0.04% 273
2024
Q3 		$615K Buy
5,337
+1,802
+51% +$201K 0.04% 268
2024
Q2 		$354K Sell
3,535
-11
-0.3% -$1.1K 0.03% 320
2024
Q1 		$343K Buy
3,546
+203
+6% +$19.3K 0.03% 308
2023
Q4 		$324K Buy
3,343
+3
+0.1% +$273 0.03% 303
2023
Q3 		$295K Buy
3,340
+774
+30% +$71K 0.03% 278
2023
Q2 		$230K Sell
2,566
-111
-4% -$10.5K 0.02% 297
2023
Q1 		$258K Sell
2,677
-1,332
-33% -$132K 0.03% 284
2022
Q4 		$413K Buy
+4,009
New +$385K 0.05% 231

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

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

Cyndeo Wealth Partners increased its Duke Energy (DUK) stake by 3.2% in Q2 2026, buying an estimated $343K and bringing the position to 86,700 shares worth $11M. The position accounts for 0.52% of the portfolio, ranked #58.

Cyndeo Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2026. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cyndeo Wealth Partners held 86,700 shares of Duke Energy worth $11M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,722 Duke Energy shares in Q2 2026, an estimated $343K.
  • Duke Energy made up 0.52% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Cyndeo Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Duke Energy position peaked at $11M in Q1 2026.
  • 816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.