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Granite Harbor Advisors’s Duke Energy DUK Stock Holding History

Granite Harbor 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 		$219K Buy
1,734
+82
+5% +$10.3K 0.09% 124
2026
Q1 		$216K Buy
+1,652
New +$207K 0.09% 123

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

Granite Harbor Advisors's DUK Position: Q2 2026 in Review

Granite Harbor Advisors increased its Duke Energy (DUK) stake by 5% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,734 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #124.

Granite Harbor Advisors first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Granite Harbor Advisors held 1,734 shares of Duke Energy worth $219K as of Q2 2026.
  • Granite Harbor Advisors bought 82 Duke Energy shares in Q2 2026, an estimated $10.3K.
  • Duke Energy made up 0.09% of Granite Harbor Advisors's portfolio in Q2 2026, its #124 holding.
  • Granite Harbor Advisors first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.