Investment Partners Asset Management’s Duke Energy DUK Stock Holding History

Investment Partners Asset Management’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	$529K	Hold	4,178	–	–	0.29%	93
2026 Q1	$547K	Hold	4,178	–	–	0.34%	88
2025 Q4	$490K	Hold	4,178	–	–	0.3%	93
2025 Q3	$517K	Hold	4,178	–	–	0.34%	93
2025 Q2	$493K	Hold	4,178	–	–	0.34%	92
2025 Q1	$510K	Hold	4,178	–	–	0.4%	78
2024 Q4	$450K	Hold	4,178	–	–	0.35%	88
2024 Q3	$482K	Hold	4,178	–	–	0.39%	80
2024 Q2	$419K	Hold	4,178	–	–	0.37%	83
2024 Q1	$404K	Hold	4,178	–	–	0.37%	85
2023 Q4	$405K	Buy	+4,178	New	+$380K	0.4%	77

Other funds holding DUK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Investment Partners Asset Management's DUK Position: Q2 2026 in Review

Investment Partners Asset Management held its Duke Energy (DUK) position steady in Q2 2026 at 4,178 shares worth $529K. The position accounts for 0.29% of the portfolio, ranked #93.

Investment Partners Asset Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $547K in Q1 2026. 1,323 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Investment Partners Asset Management held 4,178 shares of Duke Energy worth $529K as of Q2 2026.
Investment Partners Asset Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.29% of Investment Partners Asset Management's portfolio in Q2 2026, its #93 holding.
Investment Partners Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Duke Energy position peaked at $547K in Q1 2026.
1,323 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.