JMAC Enterprises’s Duke Energy DUK Stock Holding History

JMAC Enterprises’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	$633K	Buy	5,000 +500	+11%	+$63.1K	0.11%	87
2026 Q1	$589K	Buy	4,500 +400	+10%	+$50K	0.11%	83
2025 Q4	$481K	Buy	+4,100	New	+$501K	0.09%	92
2024 Q4	–	Sell	-2,166	Closed	-$250K	–	176
2024 Q3	$250K	Sell	2,166 -852	-28%	-$94.8K	0.04%	161
2024 Q2	$303K	Sell	3,018 -496	-14%	-$49.6K	0.05%	152
2024 Q1	$340K	Sell	3,514 -10	-0.3%	-$949	0.06%	142
2023 Q4	$342K	Buy	3,524 +256	+8%	+$23.3K	0.07%	138
2023 Q3	$288K	Buy	+3,268	New	+$300K	0.07%	137

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

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

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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JMAC Enterprises's DUK Position: Q2 2026 in Review

JMAC Enterprises increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $63.1K and bringing the position to 5,000 shares worth $633K. The position accounts for 0.11% of the portfolio, ranked #87.

JMAC Enterprises first reported a position in DUK in Q3 2023 and has held it in 8 quarters since. 953 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

JMAC Enterprises held 5,000 shares of Duke Energy worth $633K as of Q2 2026.
JMAC Enterprises bought 500 Duke Energy shares in Q2 2026, an estimated $63.1K.
Duke Energy made up 0.11% of JMAC Enterprises's portfolio in Q2 2026, its #87 holding.
JMAC Enterprises first reported a position in Duke Energy in Q3 2023 and has held it in 8 quarters since.
953 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.