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Cypress Wealth Services’s Duke Energy DUK Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-3,570
Closed -$316K – 335
2020
Q3 		$316K Buy
+3,570
New +$294K 0.08% 183

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cypress Wealth Services's DUK Position: Q2 2026 in Review

Cypress Wealth Services reduced its Duke Energy (DUK) stake by 9.9% in Q2 2026, selling an estimated $72.5K and leaving 5,209 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #187.

Cypress Wealth Services first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $757K in Q1 2026. 978 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cypress Wealth Services held 5,209 shares of Duke Energy worth $659K as of Q2 2026.
  • Cypress Wealth Services sold 575 Duke Energy shares in Q2 2026, an estimated $72.5K.
  • Duke Energy made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #187 holding.
  • Cypress Wealth Services first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Duke Energy position peaked at $757K in Q1 2026.
  • 978 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.