FS
DUK icon

Financial Symmetry’s Duke Energy DUK Stock Holding History

Financial Symmetry’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 		$372K Buy
2,940
+1
+0% +$126 0.12% 45
2026
Q1 		$381K Hold
2,939
– – 0.14% 40
2025
Q4 		$345K Hold
2,939
– – 0.14% 40
2025
Q3 		$364K Buy
2,939
+52
+2% +$6.31K 0.16% 36
2025
Q2 		$341K Buy
+2,887
New +$341K 0.18% 33

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
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
MF
Milford Funds Auckland $6.14B AUM

Financial Symmetry's DUK Position: Q2 2026 in Review

Financial Symmetry increased its Duke Energy (DUK) stake by 0.03% in Q2 2026, buying an estimated $126 and bringing the position to 2,940 shares worth $372K. The position accounts for 0.12% of the portfolio, ranked #45.

Financial Symmetry first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $381K in Q1 2026. 1,122 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Financial Symmetry held 2,940 shares of Duke Energy worth $372K as of Q2 2026.
  • Financial Symmetry bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.12% of Financial Symmetry's portfolio in Q2 2026, its #45 holding.
  • Financial Symmetry first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Financial Symmetry's Duke Energy position peaked at $381K in Q1 2026.
  • 1,122 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.