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NBC Securities’s Duke Energy DUK Stock Holding History

NBC Securities’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
Q1 		– Sell
-2
Closed -$150 – 2636
2025
Q4 		$150 Hold
2
– – ﹤0.01% 2733
2025
Q3 		$360 Buy
+2
New +$243 ﹤0.01% 2673

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
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
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

NBC Securities's DUK Position: Q2 2026 in Review

NBC Securities increased its Duke Energy (DUK) stake by 1.9% in Q2 2026, buying an estimated $40.7K and bringing the position to 17,498 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #153.

NBC Securities first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.02M in Q1 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • NBC Securities held 17,498 shares of Duke Energy worth $2.21M as of Q2 2026.
  • NBC Securities bought 323 Duke Energy shares in Q2 2026, an estimated $40.7K.
  • Duke Energy made up 0.15% of NBC Securities's portfolio in Q2 2026, its #153 holding.
  • NBC Securities first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Duke Energy position peaked at $4.02M in Q1 2025.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.