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Frank Rimerman Advisors’s Duke Energy DUK Stock Holding History

Frank Rimerman 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 		$1.56M Buy
12,333
+4,061
+49% +$512K 0.09% 173
2026
Q1 		$1.08M Sell
8,272
-160
-2% -$20K 0.07% 228
2025
Q4 		$988K Sell
8,432
-2,646
-24% -$323K 0.06% 235
2025
Q3 		$1.37M Sell
11,078
-876
-7% -$106K 0.09% 175
2025
Q2 		$1.41M Buy
11,954
+3,586
+43% +$423K 0.09% 161
2025
Q1 		$1.02M Buy
8,368
+26
+0.3% +$2.96K 0.08% 195
2024
Q4 		$899K Buy
8,342
+618
+8% +$70K 0.07% 211
2024
Q3 		$891K Sell
7,724
-3,486
-31% -$388K 0.06% 234
2024
Q2 		$1.12M Buy
11,210
+11,203
+160,043% +$1.12M 0.08% 197
2024
Q1 		$677 Hold
7
– – ﹤0.01% 328
2023
Q4 		$679 Buy
+7
New +$637 ﹤0.01% 308

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Frank Rimerman Advisors's DUK Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Duke Energy (DUK) stake by 49% in Q2 2026, buying an estimated $512K and bringing the position to 12,333 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #173.

Frank Rimerman Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Frank Rimerman Advisors held 12,333 shares of Duke Energy worth $1.56M as of Q2 2026.
  • Frank Rimerman Advisors bought 4,061 Duke Energy shares in Q2 2026, an estimated $512K.
  • Duke Energy made up 0.09% of Frank Rimerman Advisors's portfolio in Q2 2026, its #173 holding.
  • Frank Rimerman Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.