Eagle Strategies’s Duke Energy DUK Stock Holding History

Eagle Strategies’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	$245K	Buy	1,935 +7	+0.4%	+$883	0.02%	258
2026 Q1	$252K	Buy	1,928 +44	+2%	+$5.5K	0.03%	234
2025 Q4	$221K	Buy	1,884 +36	+2%	+$4.4K	0.03%	239
2025 Q3	$229K	Sell	1,848 -55	-3%	-$6.67K	0.03%	228
2025 Q2	$225K	Sell	1,903 -601	-24%	-$70.9K	0.03%	215
2025 Q1	$305K	Buy	+2,504	New	+$285K	0.05%	177
2024 Q3	–	Sell	-4,795	Closed	-$481K	–	211
2024 Q2	$481K	Sell	4,795 -1,147	-19%	-$115K	0.09%	133
2024 Q1	$575K	Buy	5,942 +226	+4%	+$21.4K	0.13%	147
2023 Q4	$555K	Buy	5,716 +218	+4%	+$19.8K	0.12%	117
2023 Q3	$485K	Buy	5,498 +1,281	+30%	+$117K	0.12%	121
2023 Q2	$378K	Buy	4,217 +273	+7%	+$25.8K	0.09%	134
2023 Q1	$381K	Buy	3,944 +382	+11%	+$37.7K	0.1%	129
2022 Q4	$367K	Buy	3,562 +1,206	+51%	+$116K	0.11%	119
2022 Q3	$219K	Buy	+2,356	New	+$253K	0.11%	96

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

ORIO

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Eagle Strategies's DUK Position: Q2 2026 in Review

Eagle Strategies increased its Duke Energy (DUK) stake by 0.36% in Q2 2026, buying an estimated $883 and bringing the position to 1,935 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #258.

Eagle Strategies first reported a position in DUK in Q3 2022 and has held it in 14 quarters since. The position peaked at $575K in Q1 2024. 848 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Eagle Strategies held 1,935 shares of Duke Energy worth $245K as of Q2 2026.
Eagle Strategies bought 7 Duke Energy shares in Q2 2026, an estimated $883.
Duke Energy made up 0.02% of Eagle Strategies's portfolio in Q2 2026, its #258 holding.
Eagle Strategies first reported a position in Duke Energy in Q3 2022 and has held it in 14 quarters since.
Eagle Strategies's Duke Energy position peaked at $575K in Q1 2024.
848 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.