Monument Capital Management’s Duke Energy DUK Stock Holding History

Monument Capital 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	$903K	Buy	7,137 +1,285	+22%	+$162K	0.18%	117
2026 Q1	$766K	Sell	5,852 -608	-9%	-$76K	0.19%	108
2025 Q4	$757K	Buy	6,460 +167	+3%	+$20.4K	0.19%	109
2025 Q3	$779K	Hold	6,293	–	–	0.19%	109
2025 Q2	$743K	Buy	+6,293	New	+$743K	0.19%	104
2018 Q4	–	Sell	-242	Closed	-$19K	–	163
2018 Q3	$19K	Hold	242	–	–	0.01%	163
2018 Q2	$19K	Hold	242	–	–	0.01%	112
2018 Q1	$18K	Hold	242	–	–	0.01%	106
2017 Q4	$20K	Buy	+242	New	+$21.1K	0.01%	96

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Monument Capital Management's DUK Position: Q2 2026 in Review

Monument Capital Management increased its Duke Energy (DUK) stake by 22% in Q2 2026, buying an estimated $162K and bringing the position to 7,137 shares worth $903K. The position accounts for 0.18% of the portfolio, ranked #117.

Monument Capital Management first reported a position in DUK in Q4 2017 and has held it in 9 quarters since. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Monument Capital Management held 7,137 shares of Duke Energy worth $903K as of Q2 2026.
Monument Capital Management bought 1,285 Duke Energy shares in Q2 2026, an estimated $162K.
Duke Energy made up 0.18% of Monument Capital Management's portfolio in Q2 2026, its #117 holding.
Monument Capital Management first reported a position in Duke Energy in Q4 2017 and has held it in 9 quarters since.
896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.