Moisand Fitzgerald Tamayo’s Duke Energy DUK Stock Holding History

Moisand Fitzgerald Tamayo’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	$96.6K	Hold	763	–	–	0.01%	165
2026 Q1	$99.9K	Hold	763	–	–	0.01%	149
2025 Q4	$89.4K	Hold	763	–	–	0.01%	157
2025 Q3	$94.4K	Hold	763	–	–	0.01%	154
2025 Q2	$90K	Hold	763	–	–	0.01%	153
2025 Q1	$93.1K	Hold	763	–	–	0.01%	151
2024 Q4	$82.2K	Hold	763	–	–	0.01%	151
2024 Q3	$88K	Hold	763	–	–	0.01%	156
2024 Q2	$76.5K	Hold	763	–	–	0.01%	148
2024 Q1	$73.8K	Hold	763	–	–	0.01%	153
2023 Q4	$74K	Sell	763 -85	-10%	-$7.73K	0.01%	149
2023 Q3	$74.8K	Hold	848	–	–	0.02%	146
2023 Q2	$76.1K	Hold	848	–	–	0.02%	143
2023 Q1	$81.8K	Hold	848	–	–	0.02%	139
2022 Q4	$87.3K	Buy	848 +32	+4%	+$3.07K	0.02%	129
2022 Q3	$76K	Buy	816 +53	+7%	+$5.69K	0.02%	132
2022 Q2	$82K	Buy	+763	New	+$83.9K	0.02%	129
2019 Q2	–	Sell	-174	Closed	-$16K	–	277
2019 Q1	$16K	Hold	174	–	–	0.01%	170
2018 Q4	$15K	Buy	+174	New	+$14.8K	0.01%	168
2018 Q2	–	Sell	-133	Closed	-$10K	–	291
2018 Q1	$10K	Buy	+133	New	+$10.3K	0.01%	209
2016 Q2	–	Sell	-409	Closed	-$33K	–	92
2016 Q1	$33K	Hold	409	–	–	0.03%	104
2015 Q4	$29K	Buy	+409	New	+$28.8K	0.02%	109

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DUK Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Duke Energy (DUK) position steady in Q2 2026 at 763 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #165.

Moisand Fitzgerald Tamayo first reported a position in DUK in Q4 2015 and has held it in 22 quarters since. The position peaked at $99.9K in Q1 2026. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Moisand Fitzgerald Tamayo held 763 shares of Duke Energy worth $96.6K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #165 holding.
Moisand Fitzgerald Tamayo first reported a position in Duke Energy in Q4 2015 and has held it in 22 quarters since.
Moisand Fitzgerald Tamayo's Duke Energy position peaked at $99.9K in Q1 2026.
722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.