RCA
DUK icon

Resonant Capital Advisors’s Duke Energy DUK Stock Holding History

Resonant Capital Advisors’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 		$463K Sell
3,660
-122
-3% -$15.4K 0.02% 308
2026
Q1 		$495K Buy
3,782
+1,005
+36% +$126K 0.03% 271
2025
Q4 		$325K Sell
2,777
-145
-5% -$17.7K 0.02% 326
2025
Q3 		$362K Buy
2,922
+858
+42% +$104K 0.02% 298
2025
Q2 		$244K Buy
+2,064
New +$244K 0.02% 366

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

Resonant Capital Advisors's DUK Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Duke Energy (DUK) stake by 3.2% in Q2 2026, selling an estimated $15.4K and leaving 3,660 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #308.

Resonant Capital Advisors first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q1 2026. 928 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Resonant Capital Advisors held 3,660 shares of Duke Energy worth $463K as of Q2 2026.
  • Resonant Capital Advisors sold 122 Duke Energy shares in Q2 2026, an estimated $15.4K.
  • Duke Energy made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #308 holding.
  • Resonant Capital Advisors first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Resonant Capital Advisors's Duke Energy position peaked at $495K in Q1 2026.
  • 928 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.