Marathon Strategic Advisors’s Duke Energy DUK Stock Holding History

Marathon Strategic Advisors’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	$591K	Hold	4,666	–	–	0.33%	32
2026 Q1	$611K	Hold	4,666	–	–	0.44%	32
2025 Q4	$547K	Hold	4,666	–	–	0.42%	31
2025 Q3	$577K	Buy	+4,666	New	+$566K	0.46%	31
2024 Q3	–	Sell	-4,050	Closed	-$406K	–	38
2024 Q2	$406K	Buy	+4,050	New	+$405K	0.47%	27

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Marathon Strategic Advisors's DUK Position: Q2 2026 in Review

Marathon Strategic Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 4,666 shares worth $591K. The position accounts for 0.33% of the portfolio, ranked #32.

Marathon Strategic Advisors first reported a position in DUK in Q2 2024 and has held it in 5 quarters since. The position peaked at $611K in Q1 2026. 759 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Marathon Strategic Advisors held 4,666 shares of Duke Energy worth $591K as of Q2 2026.
Marathon Strategic Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.33% of Marathon Strategic Advisors's portfolio in Q2 2026, its #32 holding.
Marathon Strategic Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 5 quarters since.
Marathon Strategic Advisors's Duke Energy position peaked at $611K in Q1 2026.
759 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.