MAM
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Marotta Asset Management’s Duke Energy DUK Stock Holding History

Marotta 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 		$436K Buy
3,465
+4
+0.1% +$505 0.07% 75
2026
Q1 		$453K Buy
3,461
+1
+0% +$125 0.08% 69
2025
Q4 		$406K Sell
3,460
-505
-13% -$61.7K 0.08% 72
2025
Q3 		$485K Buy
3,965
+1
+0% +$121 0.09% 65
2025
Q2 		$468K Sell
3,964
-63
-2% -$7.43K 0.09% 66
2025
Q1 		$464K Buy
4,027
+45
+1% +$5.13K 0.09% 75
2024
Q4 		$429K Sell
3,982
-45
-1% -$5.1K 0.09% 76
2024
Q3 		$464K Sell
4,027
-31
-0.8% -$3.45K 0.09% 75
2024
Q2 		$403K Buy
+4,058
New +$406K 0.08% 81

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
New York State Teachers Retirement System (NYSTRS)
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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Marotta Asset Management's DUK Position: Q2 2026 in Review

Marotta Asset Management increased its Duke Energy (DUK) stake by 0.12% in Q2 2026, buying an estimated $505 and bringing the position to 3,465 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #75.

Marotta Asset Management first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $485K in Q3 2025. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Marotta Asset Management held 3,465 shares of Duke Energy worth $436K as of Q2 2026.
  • Marotta Asset Management bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.07% of Marotta Asset Management's portfolio in Q2 2026, its #75 holding.
  • Marotta Asset Management first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Marotta Asset Management's Duke Energy position peaked at $485K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.