Eagle Capital Management (Louisiana)’s Duke Energy DUK Stock Holding History

Eagle Capital Management (Louisiana)’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	$225K	Hold	1,781	–	–	0.08%	50
2026 Q1	$233K	Hold	1,781	–	–	0.09%	47
2025 Q4	$209K	Hold	1,781	–	–	0.08%	47
2025 Q3	$220K	Hold	1,781	–	–	0.08%	46
2025 Q2	$210K	Buy	+1,781	New	+$210K	0.09%	43
2024 Q2	–	Sell	-2,673	Closed	-$259K	–	40
2024 Q1	$259K	Buy	+2,673	New	+$254K	0.12%	36

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

Eagle Capital Management (Louisiana)'s DUK Position: Q2 2026 in Review

Eagle Capital Management (Louisiana) held its Duke Energy (DUK) position steady in Q2 2026 at 1,781 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #50.

Eagle Capital Management (Louisiana) first reported a position in DUK in Q1 2024 and has held it in 6 quarters since. The position peaked at $259K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Eagle Capital Management (Louisiana) held 1,781 shares of Duke Energy worth $225K as of Q2 2026.
Eagle Capital Management (Louisiana) left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.08% of Eagle Capital Management (Louisiana)'s portfolio in Q2 2026, its #50 holding.
Eagle Capital Management (Louisiana) first reported a position in Duke Energy in Q1 2024 and has held it in 6 quarters since.
Eagle Capital Management (Louisiana)'s Duke Energy position peaked at $259K in Q1 2024.
1,122 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q2 2026, filed 13 Jul 2026.