Insigneo Advisory Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.3M Buy
10,289
+239
+2% +$30.1K 0.05% 260
2026
Q1
$1.32M Sell
10,050
-912
-8% -$114K 0.09% 187
2025
Q4
$1.28M Buy
10,962
+383
+4% +$46.8K 0.09% 181
2025
Q3
$1.31M Sell
10,579
-303
-3% -$36.8K 0.09% 178
2025
Q2
$1.28M Buy
10,882
+550
+5% +$64.9K 0.11% 159
2025
Q1
$1.26M Sell
10,332
-617
-6% -$70.3K 0.13% 144
2024
Q4
$1.18M Buy
10,949
+454
+4% +$51.4K 0.12% 149
2024
Q3
$1.21M Buy
10,495
+412
+4% +$45.9K 0.12% 159
2024
Q2
$1.12M Sell
10,083
-266
-3% -$26.6K 0.13% 157
2024
Q1
$1M Sell
10,349
-1,118
-10% -$106K 0.12% 166
2023
Q4
$1.11M Buy
11,467
+763
+7% +$69.4K 0.16% 131
2023
Q3
$945K Buy
10,704
+472
+5% +$43.3K 0.19% 109
2023
Q2
$918K Buy
10,232
+3,952
+63% +$373K 0.18% 117
2023
Q1
$606K Sell
6,280
-1,100
-15% -$109K 0.19% 106
2022
Q4
$760K Buy
+7,380
New +$708K 0.29% 74

Other funds holding DUK

Insigneo Advisory Services's DUK Position: Q2 2026 in Review

Insigneo Advisory Services increased its Duke Energy (DUK) stake by 2.4% in Q2 2026, buying an estimated $30.1K and bringing the position to 10,289 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #260.

Insigneo Advisory Services first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Insigneo Advisory Services held 10,289 shares of Duke Energy worth $1.3M as of Q2 2026.
  • Insigneo Advisory Services bought 239 Duke Energy shares in Q2 2026, an estimated $30.1K.
  • Duke Energy made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #260 holding.
  • Insigneo Advisory Services first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Insigneo Advisory Services's Duke Energy position peaked at $1.32M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.