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Park Edge Advisors’s Duke Energy DUK Stock Holding History

Park Edge Advisors’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 		$882K Buy
6,968
+3,710
+114% +$468K 0.19% 84
2026
Q1 		$427K Buy
3,258
+103
+3% +$12.9K 0.1% 95
2025
Q4 		$370K Sell
3,155
-998
-24% -$122K 0.08% 111
2025
Q3 		$514K Buy
+4,153
New +$504K 0.12% 93
2023
Q4 		– Sell
-8,949
Closed -$790K – 115
2023
Q3 		$790K Buy
8,949
+1,545
+21% +$142K 0.28% 44
2023
Q2 		$664K Sell
7,404
-186
-2% -$17.6K 0.22% 44
2023
Q1 		$732K Buy
7,590
+1,659
+28% +$164K 0.28% 39
2022
Q4 		$611K Buy
+5,931
New +$569K 0.27% 40

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Park Edge Advisors's DUK Position: Q2 2026 in Review

Park Edge Advisors increased its Duke Energy (DUK) stake by 114% in Q2 2026, buying an estimated $468K and bringing the position to 6,968 shares worth $882K. The position accounts for 0.19% of the portfolio, ranked #84.

Park Edge Advisors first reported a position in DUK in Q4 2022 and has held it in 8 quarters since. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Park Edge Advisors held 6,968 shares of Duke Energy worth $882K as of Q2 2026.
  • Park Edge Advisors bought 3,710 Duke Energy shares in Q2 2026, an estimated $468K.
  • Duke Energy made up 0.19% of Park Edge Advisors's portfolio in Q2 2026, its #84 holding.
  • Park Edge Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 8 quarters since.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.