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Infinity Wealth Counsel’s Duke Energy DUK Stock Holding History

Infinity Wealth Counsel’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 		– Sell
-1,877
Closed -$246K – 66
2026
Q1 		$246K Hold
1,877
– – 0.23% 56
2025
Q4 		$220K Hold
1,877
– – 0.2% 61
2025
Q3 		$232K Hold
1,877
– – 0.23% 58
2025
Q2 		$221K Hold
1,877
– – 0.22% 56
2025
Q1 		$229K Hold
1,877
– – 0.25% 51
2024
Q4 		$202K Buy
+1,877
New +$213K 0.22% 55

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

Infinity Wealth Counsel's DUK Position: Q2 2026 in Review

Infinity Wealth Counsel sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,877 shares — an estimated $246K sold.

Infinity Wealth Counsel first reported a position in DUK in Q4 2024 and held it in 6 quarters. The position peaked at $246K in Q1 2026. 864 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Infinity Wealth Counsel reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Infinity Wealth Counsel sold 1,877 Duke Energy shares in Q2 2026, an estimated $246K.
  • Infinity Wealth Counsel first reported a position in Duke Energy in Q4 2024 and held it in 6 quarters.
  • Infinity Wealth Counsel's Duke Energy position peaked at $246K in Q1 2026.
  • 864 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.