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Fedenia Advisers’s Duke Energy DUK Stock Holding History

Fedenia Advisers’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 		$19.1K Buy
+151
New +$19K ﹤0.01% 313
2025
Q1 		– Sell
-88
Closed -$9.48K – 192
2024
Q4 		$9.48K Buy
+88
New +$9.97K 0.01% 342

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Fedenia Advisers's DUK Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Duke Energy (DUK) in Q2 2026: 151 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in DUK as recently as Q4 2024.

Fedenia Advisers first reported a position in DUK in Q4 2024 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fedenia Advisers held 151 shares of Duke Energy worth $19.1K as of Q2 2026.
  • Duke Energy was a new Fedenia Advisers position in Q2 2026.
  • Duke Energy made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #313 holding.
  • Fedenia Advisers first reported a position in Duke Energy in Q4 2024 and has held it in 2 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.