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Noble Wealth Management PBC’s Duke Energy DUK Stock Holding History

Noble Wealth Management PBC’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 		$29.5K Hold
233
– – 0.01% 338
2026
Q1 		$30.5K Hold
233
– – 0.02% 323
2025
Q4 		$27.3K Hold
233
– – 0.01% 341
2025
Q3 		$28.8K Buy
+233
New +$28.3K 0.02% 315

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

Noble Wealth Management PBC's DUK Position: Q2 2026 in Review

Noble Wealth Management PBC held its Duke Energy (DUK) position steady in Q2 2026 at 233 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #338.

Noble Wealth Management PBC first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.5K in Q1 2026. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Noble Wealth Management PBC held 233 shares of Duke Energy worth $29.5K as of Q2 2026.
  • Noble Wealth Management PBC left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #338 holding.
  • Noble Wealth Management PBC first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Duke Energy position peaked at $30.5K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.