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PCB Capital’s Duke Energy DUK Stock Holding History

PCB Capital’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 		$374K Buy
2,952
+85
+3% +$10.7K 0.45% 68
2026
Q1 		$375K Sell
2,867
-12
-0.4% -$1.5K 0.59% 52
2025
Q4 		$337K Buy
+2,879
New +$352K 0.54% 52

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

PCB Capital's DUK Position: Q2 2026 in Review

PCB Capital increased its Duke Energy (DUK) stake by 3% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,952 shares worth $374K. The position accounts for 0.45% of the portfolio, ranked #68.

PCB Capital first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q1 2026. 788 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • PCB Capital held 2,952 shares of Duke Energy worth $374K as of Q2 2026.
  • PCB Capital bought 85 Duke Energy shares in Q2 2026, an estimated $10.7K.
  • Duke Energy made up 0.45% of PCB Capital's portfolio in Q2 2026, its #68 holding.
  • PCB Capital first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • PCB Capital's Duke Energy position peaked at $375K in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PCB Capital's 13F filing for Q2 2026, filed 20 Jul 2026.