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MassMutual Private Wealth & Trust’s Duke Energy DUK Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.99M Buy
23,627
+178
+0.8% +$22.5K 0.08% 171
2026
Q1 		$3.07M Sell
23,449
-467
-2% -$58.4K 0.08% 165
2025
Q4 		$2.8M Sell
23,916
-2,039
-8% -$249K 0.07% 168
2025
Q3 		$3.21M Sell
25,955
-748
-3% -$90.8K 0.08% 168
2025
Q2 		$3.15M Buy
26,703
+11,453
+75% +$1.35M 0.08% 167
2025
Q1 		$1.86M Sell
15,250
-6,346
-29% -$723K 0.05% 204
2024
Q4 		$2.33M Sell
21,596
-188
-0.9% -$21.3K 0.07% 185
2024
Q3 		$2.51M Buy
21,784
+240
+1% +$26.7K 0.07% 182
2024
Q2 		$2.16M Buy
21,544
+497
+2% +$49.7K 0.07% 186
2024
Q1 		$2.04M Buy
21,047
+1,659
+9% +$157K 0.06% 184
2023
Q4 		$1.88M Sell
19,388
-1,453
-7% -$132K 0.06% 189
2023
Q3 		$1.84M Buy
20,841
+958
+5% +$87.8K 0.07% 190
2023
Q2 		$1.78M Buy
19,883
+1,296
+7% +$122K 0.06% 195
2023
Q1 		$1.79M Buy
18,587
+1,049
+6% +$104K 0.07% 191
2022
Q4 		$1.81M Buy
17,538
+69
+0.4% +$6.62K 0.07% 189
2022
Q3 		$1.63M Sell
17,469
-265
-1% -$28.5K 0.07% 188
2022
Q2 		$1.9M Buy
17,734
+1,224
+7% +$135K 0.08% 177
2022
Q1 		$1.84M Buy
16,510
+2,141
+15% +$222K 0.07% 192
2021
Q4 		$1.51M Buy
14,369
+1,707
+13% +$173K 0.06% 212
2021
Q3 		$1.24M Buy
12,662
+468
+4% +$48.5K 0.05% 213
2021
Q2 		$1.2M Buy
12,194
+904
+8% +$90.8K 0.05% 217
2021
Q1 		$1.09M Buy
11,290
+777
+7% +$70.9K 0.05% 215
2020
Q4 		$963K Sell
10,513
-2,321
-18% -$215K 0.05% 219
2020
Q3 		$1.14M Buy
12,834
+1,771
+16% +$146K 0.07% 190
2020
Q2 		$884K Buy
11,063
+2,988
+37% +$252K 0.06% 204
2020
Q1 		$653K Sell
8,075
-5,046
-38% -$463K 0.05% 208
2019
Q4 		$1.2M Sell
13,121
-917
-7% -$84.1K 0.07% 194
2019
Q3 		$1.35M Sell
14,038
-3,177
-18% -$289K 0.09% 182
2019
Q2 		$1.52M Sell
17,215
-3,007
-15% -$266K 0.11% 168
2019
Q1 		$1.82M Buy
20,222
+996
+5% +$87.8K 0.13% 152
2018
Q4 		$1.66M Sell
19,226
-25
-0.1% -$2.13K 0.14% 145
2018
Q3 		$1.54M Buy
19,251
+16,363
+567% +$1.32M 0.11% 162
2018
Q2 		$228K Sell
2,888
-365
-11% -$28.1K 0.02% 326
2018
Q1 		$252K Buy
3,253
+147
+5% +$11.4K 0.02% 311
2017
Q4 		$261K Buy
3,106
+1,723
+125% +$151K 0.02% 318
2017
Q3 		$116K Buy
1,383
+35
+3% +$3K 0.01% 409
2017
Q2 		$113K Sell
1,348
-500
-27% -$42K 0.01% 382
2017
Q1 		$152K Buy
1,848
+848
+85% +$67.4K 0.01% 350
2016
Q4 		$77.6K Buy
+1,000
New +$76.6K 0.01% 328
2016
Q2 		$101K Sell
1,176
-550
-32% -$44K 0.01% 358
2016
Q1 		$139K Sell
1,726
-43
-2% -$3.25K 0.02% 311
2015
Q4 		$126K Sell
1,769
-1,081
-38% -$76K 0.02% 310
2015
Q3 		$213K Sell
2,850
-1,939
-40% -$140K 0.05% 255
2015
Q2 		$355K Buy
4,789
+2,820
+143% +$213K 0.08% 206
2015
Q1 		$151K Sell
1,969
-875
-31% -$71K 0.02% 303
2014
Q4 		$238K Sell
2,844
-6
-0.2% -$484 0.08% 178
2014
Q3 		$213K Sell
2,850
-1,939
-40% -$141K 0.04% 252
2014
Q2 		$355K Buy
4,789
+247
+5% +$17.8K 0.14% 127
2014
Q1 		$323K Buy
4,542
+699
+18% +$48.7K 0.19% 107
2013
Q4 		$265K Buy
+3,843
New +$269K 0.24% 83

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's DUK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Duke Energy (DUK) stake by 0.76% in Q2 2026, buying an estimated $22.5K and bringing the position to 23,627 shares worth $2.99M. The position accounts for 0.08% of the portfolio, ranked #171.

MassMutual Private Wealth & Trust first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.21M in Q3 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MassMutual Private Wealth & Trust held 23,627 shares of Duke Energy worth $2.99M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 178 Duke Energy shares in Q2 2026, an estimated $22.5K.
  • Duke Energy made up 0.08% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #171 holding.
  • MassMutual Private Wealth & Trust first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Duke Energy position peaked at $3.21M in Q3 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.