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Portside Wealth Group’s Duke Energy DUK Stock Holding History

Portside Wealth Group’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 		$1.76M Buy
13,911
+836
+6% +$105K 0.21% 113
2026
Q1 		$1.71M Buy
13,075
+143
+1% +$17.9K 0.23% 109
2025
Q4 		$1.52M Buy
12,932
+174
+1% +$21.2K 0.2% 114
2025
Q3 		$1.58M Buy
12,758
+794
+7% +$96.4K 0.22% 101
2025
Q2 		$1.41M Buy
11,964
+377
+3% +$44.5K 0.21% 108
2025
Q1 		$1.41M Buy
11,587
+641
+6% +$73.1K 0.23% 104
2024
Q4 		$1.18M Buy
10,946
+251
+2% +$28.4K 0.2% 115
2024
Q3 		$1.23M Buy
10,695
+579
+6% +$64.4K 0.21% 107
2024
Q2 		$1.01M Sell
10,116
-811
-7% -$81.1K 0.19% 122
2024
Q1 		$1.06M Buy
10,927
+1,489
+16% +$141K 0.2% 122
2023
Q4 		$916K Sell
9,438
-1,179
-11% -$107K 0.17% 134
2023
Q3 		$933K Buy
10,617
+803
+8% +$73.6K 0.18% 124
2023
Q2 		$881K Buy
+9,814
New +$926K 0.16% 138

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Portside Wealth Group's DUK Position: Q2 2026 in Review

Portside Wealth Group increased its Duke Energy (DUK) stake by 6.4% in Q2 2026, buying an estimated $105K and bringing the position to 13,911 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #113.

Portside Wealth Group first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. 947 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Portside Wealth Group held 13,911 shares of Duke Energy worth $1.76M as of Q2 2026.
  • Portside Wealth Group bought 836 Duke Energy shares in Q2 2026, an estimated $105K.
  • Duke Energy made up 0.21% of Portside Wealth Group's portfolio in Q2 2026, its #113 holding.
  • Portside Wealth Group first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • 947 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.