Planned Solutions’s Duke Energy DUK Stock Holding History

Planned Solutions’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	$245K	Buy	1,939 +60	+3%	+$7.57K	0.07%	130
2026 Q1	$246K	Hold	1,879	–	–	0.08%	119
2025 Q4	$220K	Buy	1,879 +27	+1%	+$3.3K	0.07%	131
2025 Q3	$229K	Hold	1,852	–	–	0.08%	127
2025 Q2	$219K	Hold	1,852	–	–	0.08%	114
2025 Q1	$226K	Buy	+1,852	New	+$211K	0.09%	105
2024 Q4	–	Sell	-1,852	Closed	-$214K	–	247
2024 Q3	$214K	Buy	+1,852	New	+$206K	0.09%	107
2024 Q1	–	Sell	-1,340	Closed	-$130K	–	209
2023 Q4	$130K	Buy	+1,340	New	+$122K	0.06%	144
2021 Q1	–	Sell	-738	Closed	-$68K	–	153
2020 Q4	$68K	Hold	738	–	–	0.05%	154
2020 Q3	$65K	Buy	+738	New	+$60.8K	0.06%	116

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

Planned Solutions's DUK Position: Q2 2026 in Review

Planned Solutions increased its Duke Energy (DUK) stake by 3.2% in Q2 2026, buying an estimated $7.57K and bringing the position to 1,939 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #130.

Planned Solutions first reported a position in DUK in Q3 2020 and has held it in 10 quarters since. The position peaked at $246K in Q1 2026. 846 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Planned Solutions held 1,939 shares of Duke Energy worth $245K as of Q2 2026.
Planned Solutions bought 60 Duke Energy shares in Q2 2026, an estimated $7.57K.
Duke Energy made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #130 holding.
Planned Solutions first reported a position in Duke Energy in Q3 2020 and has held it in 10 quarters since.
Planned Solutions's Duke Energy position peaked at $246K in Q1 2026.
846 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.