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Raleigh Capital Management’s Duke Energy DUK Stock Holding History

Raleigh Capital Management’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 		$1.72M Buy
13,555
+264
+2% +$33.3K 0.55% 55
2026
Q1 		$1.74M Buy
13,291
+97
+0.7% +$12.1K 0.6% 53
2025
Q4 		$1.55M Buy
13,194
+601
+5% +$73.4K 0.56% 54
2025
Q3 		$1.56M Buy
12,593
+531
+4% +$64.4K 0.59% 56
2025
Q2 		$1.42M Buy
12,062
+212
+2% +$25K 0.6% 53
2025
Q1 		$1.45M Sell
11,850
-5,865
-33% -$669K 0.65% 49
2024
Q4 		$1.91M Sell
17,715
-421
-2% -$47.7K 0.74% 34
2024
Q3 		$2.09M Sell
18,136
-7,995
-31% -$890K 0.81% 26
2024
Q2 		$2.62M Sell
26,131
-2,170
-8% -$217K 1.12% 16
2024
Q1 		$2.74M Sell
28,301
-3,042
-10% -$289K 1.18% 11
2023
Q4 		$3.04M Sell
31,343
-793
-2% -$72.1K 1.41% 10
2023
Q3 		$2.84M Sell
32,136
-317
-1% -$29.1K 1.45% 9
2023
Q2 		$2.91M Buy
32,453
+2,253
+7% +$213K 1.45% 8
2023
Q1 		$2.91M Buy
30,200
+2,016
+7% +$199K 1.44% 12
2022
Q4 		$2.9M Buy
28,184
+5,714
+25% +$549K 1.51% 11
2022
Q3 		$2.09M Buy
22,470
+3,987
+22% +$428K 1.22% 16
2022
Q2 		$1.98M Buy
18,483
+3,976
+27% +$437K 1.13% 18
2022
Q1 		$1.62M Buy
14,507
+2,312
+19% +$240K 0.88% 30
2021
Q4 		$1.28M Buy
+12,195
New +$1.24M 1.31% 20

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Raleigh Capital Management's DUK Position: Q2 2026 in Review

Raleigh Capital Management increased its Duke Energy (DUK) stake by 2% in Q2 2026, buying an estimated $33.3K and bringing the position to 13,555 shares worth $1.72M. The position accounts for 0.55% of the portfolio, ranked #55.

Raleigh Capital Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q4 2023. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Raleigh Capital Management held 13,555 shares of Duke Energy worth $1.72M as of Q2 2026.
  • Raleigh Capital Management bought 264 Duke Energy shares in Q2 2026, an estimated $33.3K.
  • Duke Energy made up 0.55% of Raleigh Capital Management's portfolio in Q2 2026, its #55 holding.
  • Raleigh Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Duke Energy position peaked at $3.04M in Q4 2023.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.