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Nilsine Partners’s Duke Energy DUK Stock Holding History

Nilsine 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 		$1.08M Buy
8,536
+762
+10% +$96.1K 0.07% 220
2026
Q1 		$988K Buy
7,774
+1,023
+15% +$128K 0.08% 212
2025
Q4 		$791K Buy
6,751
+272
+4% +$33.2K 0.07% 229
2025
Q3 		$802K Buy
6,479
+731
+13% +$88.7K 0.07% 229
2025
Q2 		$678K Buy
5,748
+117
+2% +$13.8K 0.07% 230
2025
Q1 		$687K Sell
5,631
-49
-0.9% -$5.58K 0.08% 215
2024
Q4 		$612K Sell
5,680
-685
-11% -$77.6K 0.07% 222
2024
Q3 		$734K Sell
6,365
-390
-6% -$43.4K 0.1% 196
2024
Q2 		$677K Sell
6,755
-55
-0.8% -$5.5K 0.09% 205
2024
Q1 		$659K Buy
6,810
+255
+4% +$24.2K 0.09% 204
2023
Q4 		$636K Sell
6,555
-2,617
-29% -$238K 0.1% 204
2023
Q3 		$810K Buy
9,172
+9
+0.1% +$825 0.12% 182
2023
Q2 		$822K Sell
9,163
-133
-1% -$12.6K 0.12% 181
2023
Q1 		$897K Buy
+9,296
New +$918K 0.14% 173

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

Nilsine Partners's DUK Position: Q2 2026 in Review

Nilsine Partners increased its Duke Energy (DUK) stake by 9.8% in Q2 2026, buying an estimated $96.1K and bringing the position to 8,536 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #220.

Nilsine Partners first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Nilsine Partners held 8,536 shares of Duke Energy worth $1.08M as of Q2 2026.
  • Nilsine Partners bought 762 Duke Energy shares in Q2 2026, an estimated $96.1K.
  • Duke Energy made up 0.07% of Nilsine Partners's portfolio in Q2 2026, its #220 holding.
  • Nilsine Partners first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.