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Relyea Zuckerberg Hanson’s Duke Energy DUK Stock Holding History

Relyea Zuckerberg Hanson’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 		$521K Buy
4,117
+114
+3% +$14.4K 0.04% 180
2026
Q1 		$524K Buy
4,003
+610
+18% +$76.3K 0.05% 152
2025
Q4 		$398K Sell
3,393
-63
-2% -$7.69K 0.04% 188
2025
Q3 		$428K Buy
3,456
+45
+1% +$5.46K 0.05% 178
2025
Q2 		$403K Buy
3,411
+591
+21% +$69.7K 0.05% 181
2025
Q1 		$344K Buy
2,820
+14
+0.5% +$1.6K 0.05% 190
2024
Q4 		$302K Buy
2,806
+319
+13% +$36.1K 0.04% 204
2024
Q3 		$287K Sell
2,487
-151
-6% -$16.8K 0.04% 202
2024
Q2 		$264K Buy
+2,638
New +$264K 0.04% 201
2023
Q2 		– Sell
-2,211
Closed -$213K – 198
2023
Q1 		$213K Buy
+2,211
New +$218K 0.05% 174
2022
Q3 		– Sell
-1,989
Closed -$213K – 145
2022
Q2 		$213K Buy
+1,989
New +$219K 0.08% 133

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Relyea Zuckerberg Hanson's DUK Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Duke Energy (DUK) stake by 2.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,117 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #180.

Relyea Zuckerberg Hanson first reported a position in DUK in Q2 2022 and has held it in 11 quarters since. The position peaked at $524K in Q1 2026. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Relyea Zuckerberg Hanson held 4,117 shares of Duke Energy worth $521K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 114 Duke Energy shares in Q2 2026, an estimated $14.4K.
  • Duke Energy made up 0.04% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #180 holding.
  • Relyea Zuckerberg Hanson first reported a position in Duke Energy in Q2 2022 and has held it in 11 quarters since.
  • Relyea Zuckerberg Hanson's Duke Energy position peaked at $524K in Q1 2026.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.