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Global Assets Advisory’s Duke Energy DUK Stock Holding History

Global Assets Advisory’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 		$455K Buy
3,616
+559
+18% +$70.5K 0.1% 209
2026
Q1 		$400K Buy
3,057
+293
+11% +$36.6K 0.11% 147
2025
Q4 		$324K Buy
2,764
+1,115
+68% +$136K 0.09% 205
2025
Q3 		$204K Buy
+1,649
New +$200K 0.06% 271
2025
Q2 		– Sell
-2,138
Closed -$249K – 241
2025
Q1 		$249K Buy
+2,138
New +$244K 0.05% 233
2024
Q2 		– Sell
-48,419
Closed -$504K – 183
2024
Q1 		$504K Buy
+48,419
New +$4.59M 0.02% 320

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

Global Assets Advisory's DUK Position: Q2 2026 in Review

Global Assets Advisory increased its Duke Energy (DUK) stake by 18% in Q2 2026, buying an estimated $70.5K and bringing the position to 3,616 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #209.

Global Assets Advisory first reported a position in DUK in Q1 2024 and has held it in 6 quarters since. The position peaked at $504K in Q1 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Global Assets Advisory held 3,616 shares of Duke Energy worth $455K as of Q2 2026.
  • Global Assets Advisory bought 559 Duke Energy shares in Q2 2026, an estimated $70.5K.
  • Duke Energy made up 0.1% of Global Assets Advisory's portfolio in Q2 2026, its #209 holding.
  • Global Assets Advisory first reported a position in Duke Energy in Q1 2024 and has held it in 6 quarters since.
  • Global Assets Advisory's Duke Energy position peaked at $504K in Q1 2024.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.