Granite FO LLC’s Duke Energy DUK Stock Holding History

Granite FO LLC’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	$6.33K	Hold	50	–	–	﹤0.01%	100
2026 Q1	$6.55K	Hold	50	–	–	﹤0.01%	100
2025 Q4	$5.86K	Hold	50	–	–	﹤0.01%	108
2025 Q3	$6.19K	Hold	50	–	–	﹤0.01%	124
2025 Q2	$5.9K	Hold	50	–	–	﹤0.01%	122
2025 Q1	$6.1K	Hold	50	–	–	﹤0.01%	117
2024 Q4	$5.39K	Hold	50	–	–	﹤0.01%	120
2024 Q3	$5.76K	Buy	+50	New	+$5.57K	﹤0.01%	121
2024 Q2	–	Sell	-50	Closed	-$5.63K	–	98
2024 Q1	$5.63K	Hold	50	–	–	﹤0.01%	130
2023 Q4	$4.85K	Hold	50	–	–	﹤0.01%	146
2023 Q3	$4.41K	Hold	50	–	–	﹤0.01%	149
2023 Q2	$4.49K	Sell	50 -932	-95%	-$88K	﹤0.01%	161
2023 Q1	$97.1K	Buy	982 +932	+1,864%	+$92.1K	0.06%	118
2022 Q4	$5K	Buy	+50	New	+$4.8K	﹤0.01%	136

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Granite FO LLC's DUK Position: Q2 2026 in Review

Granite FO LLC held its Duke Energy (DUK) position steady in Q2 2026 at 50 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #100.

Granite FO LLC first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. The position peaked at $97.1K in Q1 2023. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Granite FO LLC held 50 shares of Duke Energy worth $6.33K as of Q2 2026.
Granite FO LLC left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of Granite FO LLC's portfolio in Q2 2026, its #100 holding.
Granite FO LLC first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
Granite FO LLC's Duke Energy position peaked at $97.1K in Q1 2023.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.