IPW
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Intergy Private Wealth’s Duke Energy DUK Stock Holding History

Intergy Private Wealth’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 		$362K Buy
2,858
+396
+16% +$50K 0.08% 90
2026
Q1 		$322K Buy
2,462
+142
+6% +$17.8K 0.09% 86
2025
Q4 		$272K Sell
2,320
-199
-8% -$24.3K 0.08% 90
2025
Q3 		$312K Buy
2,519
+336
+15% +$40.8K 0.1% 80
2025
Q2 		$258K Sell
2,183
-40
-2% -$4.72K 0.09% 82
2025
Q1 		$271K Buy
2,223
+110
+5% +$12.5K 0.1% 78
2024
Q4 		$228K Buy
2,113
+96
+5% +$10.9K 0.09% 85
2024
Q3 		$233K Buy
+2,017
New +$224K 0.09% 80

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
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
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Intergy Private Wealth's DUK Position: Q2 2026 in Review

Intergy Private Wealth increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $50K and bringing the position to 2,858 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #90.

Intergy Private Wealth first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Intergy Private Wealth held 2,858 shares of Duke Energy worth $362K as of Q2 2026.
  • Intergy Private Wealth bought 396 Duke Energy shares in Q2 2026, an estimated $50K.
  • Duke Energy made up 0.08% of Intergy Private Wealth's portfolio in Q2 2026, its #90 holding.
  • Intergy Private Wealth first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.