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Mountain Hill Investment Partners’s Duke Energy DUK Stock Holding History

Mountain Hill Investment 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 		$2K Hold
16
– – ﹤0.01% 135
2026
Q1 		$2.05K Hold
16
– – ﹤0.01% 131
2025
Q4 		$1.82K Buy
16
+1
+7% +$122 ﹤0.01% 161
2025
Q3 		$1.9K Hold
15
– – ﹤0.01% 163
2025
Q2 		$1.8K Hold
15
– – ﹤0.01% 125
2025
Q1 		$1.84K Hold
15
– – ﹤0.01% 125
2024
Q4 		$1.61K Buy
+15
New +$1.7K ﹤0.01% 134

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mountain Hill Investment Partners's DUK Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Duke Energy (DUK) position steady in Q2 2026 at 16 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Mountain Hill Investment Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05K in Q1 2026. 990 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mountain Hill Investment Partners held 16 shares of Duke Energy worth $2K as of Q2 2026.
  • Mountain Hill Investment Partners left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #135 holding.
  • Mountain Hill Investment Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's Duke Energy position peaked at $2.05K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.