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Decker Retirement Planning’s Duke Energy DUK Stock Holding History

Decker Retirement Planning’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 		$14.8K Buy
+117
New +$14.8K 0.01% 194
2025
Q3 		– Sell
-27
Closed -$3.19K – 246
2025
Q2 		$3.19K Buy
+27
New +$3.19K ﹤0.01% 236

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Decker Retirement Planning's DUK Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Duke Energy (DUK) in Q2 2026: 117 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in DUK as recently as Q2 2025.

Decker Retirement Planning first reported a position in DUK in Q2 2025 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Decker Retirement Planning held 117 shares of Duke Energy worth $14.8K as of Q2 2026.
  • Duke Energy was a new Decker Retirement Planning position in Q2 2026.
  • Duke Energy made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #194 holding.
  • Decker Retirement Planning first reported a position in Duke Energy in Q2 2025 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.