Partners Wealth Management’s Duke Energy DUK Stock Holding History

Partners Wealth Management’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	$252K	Sell	1,994 -102	-5%	-$12.9K	0.25%	86
2026 Q1	$274K	Sell	2,096 -1	-0%	-$125	0.28%	84
2025 Q4	$246K	Sell	2,097 -233	-10%	-$28.5K	0.26%	95
2025 Q3	$288K	Sell	2,330 -83	-3%	-$10.1K	0.28%	94
2025 Q2	$292K	Hold	2,413	–	–	0.33%	82
2025 Q1	$294K	Sell	2,413 -133	-5%	-$15.2K	0.33%	79
2024 Q4	$274K	Buy	+2,546	New	+$288K	0.31%	87

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Partners Wealth Management's DUK Position: Q2 2026 in Review

Partners Wealth Management reduced its Duke Energy (DUK) stake by 4.9% in Q2 2026, selling an estimated $12.9K and leaving 1,994 shares worth $252K. The position accounts for 0.25% of the portfolio, ranked #86.

Partners Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q1 2025. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Partners Wealth Management held 1,994 shares of Duke Energy worth $252K as of Q2 2026.
Partners Wealth Management sold 102 Duke Energy shares in Q2 2026, an estimated $12.9K.
Duke Energy made up 0.25% of Partners Wealth Management's portfolio in Q2 2026, its #86 holding.
Partners Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Duke Energy position peaked at $294K in Q1 2025.
722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.