Mirador Capital Partners’s Duke Energy DUK Stock Holding History

Mirador Capital Partners’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	$209K	Hold	1,653	–	–	0.03%	215
2026 Q1	$216K	Buy	+1,653	New	+$207K	0.03%	196
2025 Q4	–	Sell	-1,647	Closed	-$204K	–	208
2025 Q3	$204K	Buy	+1,647	New	+$200K	0.03%	208
2023 Q2	–	Sell	-2,343	Closed	-$226K	–	191
2023 Q1	$226K	Sell	2,343 -1,086	-32%	-$107K	0.05%	173
2022 Q4	$353K	Sell	3,429 -55	-2%	-$5.28K	0.08%	141
2022 Q3	$324K	Buy	+3,484	New	+$374K	0.08%	145

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

Mirador Capital Partners's DUK Position: Q2 2026 in Review

Mirador Capital Partners held its Duke Energy (DUK) position steady in Q2 2026 at 1,653 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #215.

Mirador Capital Partners first reported a position in DUK in Q3 2022 and has held it in 6 quarters since. The position peaked at $353K in Q4 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Mirador Capital Partners held 1,653 shares of Duke Energy worth $209K as of Q2 2026.
Mirador Capital Partners left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.03% of Mirador Capital Partners's portfolio in Q2 2026, its #215 holding.
Mirador Capital Partners first reported a position in Duke Energy in Q3 2022 and has held it in 6 quarters since.
Mirador Capital Partners's Duke Energy position peaked at $353K in Q4 2022.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.