Private Client Services’s Duke Energy DUK Stock Holding History

Private Client Services’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	$215K	Buy	1,699 +110	+7%	+$13.9K	0.06%	214
2026 Q1	$208K	Buy	+1,589	New	+$199K	0.06%	200
2025 Q1	–	Sell	-1,857	Closed	-$200K	–	191
2024 Q4	$200K	Sell	1,857 -311	-14%	-$35.2K	0.11%	185
2024 Q3	$250K	Buy	+2,168	New	+$241K	0.13%	143

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Private Client Services's DUK Position: Q2 2026 in Review

Private Client Services increased its Duke Energy (DUK) stake by 6.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,699 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #214.

Private Client Services first reported a position in DUK in Q3 2024 and has held it in 4 quarters since. The position peaked at $250K in Q3 2024. 824 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Private Client Services held 1,699 shares of Duke Energy worth $215K as of Q2 2026.
Private Client Services bought 110 Duke Energy shares in Q2 2026, an estimated $13.9K.
Duke Energy made up 0.06% of Private Client Services's portfolio in Q2 2026, its #214 holding.
Private Client Services first reported a position in Duke Energy in Q3 2024 and has held it in 4 quarters since.
Private Client Services's Duke Energy position peaked at $250K in Q3 2024.
824 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.