Plancorp LLC’s Duke Energy DUK Stock Holding History

Plancorp LLC’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	$262K	Buy	2,065 +289	+16%	+$36.5K	0.01%	354
2026 Q1	$234K	Sell	1,776 -66	-4%	-$8.25K	0.01%	332
2025 Q4	$216K	Sell	1,842 -23	-1%	-$2.81K	0.01%	341
2025 Q3	$231K	Sell	1,865 -10	-0.5%	-$1.21K	0.01%	334
2025 Q2	$221K	Buy	1,875 +19	+1%	+$2.24K	0.01%	343
2025 Q1	$226K	Buy	+1,856	New	+$212K	0.01%	323
2024 Q4	–	Sell	-1,920	Closed	-$221K	–	322
2024 Q3	$221K	Buy	+1,920	New	+$214K	0.01%	290
2023 Q2	–	Sell	-2,177	Closed	-$210K	–	244
2023 Q1	$210K	Buy	+2,177	New	+$215K	0.01%	240
2019 Q2	–	Sell	-2,416	Closed	-$217K	–	174
2019 Q1	$217K	Buy	+2,416	New	+$213K	0.08%	166

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

Plancorp LLC's DUK Position: Q2 2026 in Review

Plancorp LLC increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,065 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #354.

Plancorp LLC first reported a position in DUK in Q1 2019 and has held it in 9 quarters since. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Plancorp LLC held 2,065 shares of Duke Energy worth $262K as of Q2 2026.
Plancorp LLC bought 289 Duke Energy shares in Q2 2026, an estimated $36.5K.
Duke Energy made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #354 holding.
Plancorp LLC first reported a position in Duke Energy in Q1 2019 and has held it in 9 quarters since.
722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.