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Enclave Advisors’s Duke Energy DUK Stock Holding History

Enclave Advisors’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 		$256K Buy
2,021
+4
+0.2% +$505 0.03% 122
2026
Q1 		$264K Buy
2,017
+4
+0.2% +$500 0.04% 118
2025
Q4 		$236K Buy
+2,013
New +$246K 0.03% 117

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

Enclave Advisors's DUK Position: Q2 2026 in Review

Enclave Advisors increased its Duke Energy (DUK) stake by 0.2% in Q2 2026, buying an estimated $505 and bringing the position to 2,021 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #122.

Enclave Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 879 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Enclave Advisors held 2,021 shares of Duke Energy worth $256K as of Q2 2026.
  • Enclave Advisors bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.03% of Enclave Advisors's portfolio in Q2 2026, its #122 holding.
  • Enclave Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Enclave Advisors's Duke Energy position peaked at $264K in Q1 2026.
  • 879 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.