Peddock Capital Advisors’s Duke Energy DUK Stock Holding History

Peddock Capital 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	$278K	Buy	2,195 +120	+6%	+$15.1K	0.06%	138
2026 Q1	$272K	Hold	2,075	–	–	0.06%	133
2025 Q4	$243K	Hold	2,075	–	–	0.05%	149
2025 Q3	$257K	Hold	2,075	–	–	0.06%	143
2025 Q2	$245K	Hold	2,075	–	–	0.06%	146
2025 Q1	$253K	Buy	2,075 +16	+0.8%	+$1.82K	0.06%	141
2024 Q4	$222K	Buy	2,059 +175	+9%	+$19.8K	0.05%	149
2024 Q3	$217K	Buy	+1,884	New	+$210K	0.05%	153
2021 Q1	–	Sell	-330	Closed	-$30K	–	188
2020 Q4	$30K	Buy	+330	New	+$30.5K	0.02%	193
2020 Q1	–	Sell	-330	Closed	-$30K	–	136
2019 Q4	$30K	Buy	+330	New	+$30.3K	0.02%	185
2019 Q2	–	Sell	-330	Closed	-$30K	–	141
2019 Q1	$30K	Hold	330	–	–	0.02%	179
2018 Q4	$28K	Hold	330	–	–	0.02%	185
2018 Q3	$26K	Hold	330	–	–	0.01%	198
2018 Q2	$26K	Hold	330	–	–	0.01%	198
2018 Q1	$26K	Hold	330	–	–	0.01%	191
2017 Q4	$28K	Hold	330	–	–	0.01%	191
2017 Q3	$28K	Hold	330	–	–	0.01%	189
2017 Q2	$28K	Buy	+330	New	+$27.7K	0.01%	191
2016 Q4	–	Sell	-330	Closed	-$26K	–	239
2016 Q3	$26K	Buy	+330	New	+$27.3K	0.02%	180

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

Peddock Capital Advisors's DUK Position: Q2 2026 in Review

Peddock Capital Advisors increased its Duke Energy (DUK) stake by 5.8% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,195 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #138.

Peddock Capital Advisors first reported a position in DUK in Q3 2016 and has held it in 19 quarters since. 862 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Peddock Capital Advisors held 2,195 shares of Duke Energy worth $278K as of Q2 2026.
Peddock Capital Advisors bought 120 Duke Energy shares in Q2 2026, an estimated $15.1K.
Duke Energy made up 0.06% of Peddock Capital Advisors's portfolio in Q2 2026, its #138 holding.
Peddock Capital Advisors first reported a position in Duke Energy in Q3 2016 and has held it in 19 quarters since.
862 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.