MeadowBrook Investment Advisors’s Duke Energy DUK Stock Holding History

MeadowBrook Investment 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	$206K	Hold	1,628	–	–	0.16%	103
2026 Q1	$213K	Buy	1,628 +165	+11%	+$20.6K	0.19%	95
2025 Q4	$171K	Hold	1,463	–	–	0.15%	127
2025 Q3	$181K	Sell	1,463 -30	-2%	-$3.64K	0.16%	116
2025 Q2	$176K	Hold	1,493	–	–	0.16%	119
2025 Q1	$182K	Hold	1,493	–	–	0.17%	115
2024 Q4	$161K	Hold	1,493	–	–	0.14%	126
2024 Q3	$172K	Sell	1,493 -414	-22%	-$46.1K	0.16%	115
2024 Q2	$191K	Sell	1,907 -300	-14%	-$30K	0.18%	108
2024 Q1	$213K	Hold	2,207	–	–	0.2%	103
2023 Q4	$214K	Buy	+2,207	New	+$201K	0.2%	101

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

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

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

MeadowBrook Investment Advisors's DUK Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 1,628 shares worth $206K. The position accounts for 0.16% of the portfolio, ranked #103.

MeadowBrook Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $214K in Q4 2023. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

MeadowBrook Investment Advisors held 1,628 shares of Duke Energy worth $206K as of Q2 2026.
MeadowBrook Investment Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.16% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #103 holding.
MeadowBrook Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Duke Energy position peaked at $214K in Q4 2023.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.