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

Marquette 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 		$20.5K Buy
162
+12
+8% +$1.51K ﹤0.01% 230
2026
Q1 		$19.6K Buy
+150
New +$18.8K ﹤0.01% 163
2025
Q4 		– Sell
-105
Closed -$13K – 753
2025
Q3 		$13K Buy
+105
New +$12.7K ﹤0.01% 188

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
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

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

Marquette Asset Management increased its Duke Energy (DUK) stake by 8% in Q2 2026, buying an estimated $1.51K and bringing the position to 162 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Marquette Asset Management first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Marquette Asset Management held 162 shares of Duke Energy worth $20.5K as of Q2 2026.
  • Marquette Asset Management bought 12 Duke Energy shares in Q2 2026, an estimated $1.51K.
  • Duke Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #230 holding.
  • Marquette Asset Management first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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