Highline Wealth Partners’s Duke Energy DUK Stock Holding History

Highline Wealth Partners’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	$29.4K	Sell	232 -24	-9%	-$3.03K	0.01%	322
2026 Q1	$33.5K	Buy	256 +82	+47%	+$10.3K	0.01%	220
2025 Q4	$20.4K	Sell	174 -12	-6%	-$1.47K	0.01%	256
2025 Q3	$23K	Buy	186 +57	+44%	+$6.92K	0.01%	250
2025 Q2	$15.2K	Buy	129 +18	+16%	+$2.12K	﹤0.01%	269
2025 Q1	$13.5K	Buy	111 +88	+383%	+$10K	﹤0.01%	258
2024 Q4	$2.48K	Buy	23 +14	+156%	+$1.59K	﹤0.01%	427
2024 Q3	$1.04K	Buy	9 +4	+80%	+$445	﹤0.01%	508
2024 Q2	$501	Buy	+5	New	+$500	﹤0.01%	490

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Highline Wealth Partners's DUK Position: Q2 2026 in Review

Highline Wealth Partners reduced its Duke Energy (DUK) stake by 9.4% in Q2 2026, selling an estimated $3.03K and leaving 232 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #322.

Highline Wealth Partners first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $33.5K in Q1 2026. 579 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Highline Wealth Partners held 232 shares of Duke Energy worth $29.4K as of Q2 2026.
Highline Wealth Partners sold 24 Duke Energy shares in Q2 2026, an estimated $3.03K.
Duke Energy made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #322 holding.
Highline Wealth Partners first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Highline Wealth Partners's Duke Energy position peaked at $33.5K in Q1 2026.
579 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.