Partnership Wealth Management’s Duke Energy DUK Stock Holding History

Partnership 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	$331K	Hold	2,612	–	–	0.22%	53
2026 Q1	$342K	Hold	2,612	–	–	0.26%	52
2025 Q4	$306K	Hold	2,612	–	–	0.22%	56
2025 Q3	$323K	Hold	2,612	–	–	0.25%	55
2025 Q2	$308K	Hold	2,612	–	–	0.25%	59
2025 Q1	$319K	Hold	2,612	–	–	0.27%	58
2024 Q4	$281K	Hold	2,612	–	–	0.23%	63
2024 Q3	$301K	Hold	2,612	–	–	0.21%	62
2024 Q2	$262K	Hold	2,612	–	–	0.19%	81
2024 Q1	$253K	Hold	2,612	–	–	0.18%	97
2023 Q4	$250K	Buy	+2,612	New	+$238K	0.19%	90

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Partnership Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 2,612 shares worth $331K. The position accounts for 0.22% of the portfolio, ranked #53.

Partnership Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Partnership Wealth Management held 2,612 shares of Duke Energy worth $331K as of Q2 2026.
Partnership Wealth Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.22% of Partnership Wealth Management's portfolio in Q2 2026, its #53 holding.
Partnership Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's Duke Energy position peaked at $342K in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.