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Retirement Planning Company of New England’s Duke Energy DUK Stock Holding History

Retirement Planning Company of New England’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 		$660K Sell
5,216
-189
-3% -$23.8K 0.24% 116
2026
Q1 		$708K Sell
5,405
-11
-0.2% -$1.38K 0.29% 103
2025
Q4 		$635K Sell
5,416
-181
-3% -$22.1K 0.25% 104
2025
Q3 		$693K Buy
5,597
+118
+2% +$14.3K 0.28% 99
2025
Q2 		$647K Sell
5,479
-11
-0.2% -$1.3K 0.29% 100
2025
Q1 		$670K Buy
5,490
+91
+2% +$10.4K 0.33% 93
2024
Q4 		$582K Sell
5,399
-59
-1% -$6.68K 0.28% 106
2024
Q3 		$629K Buy
5,458
+120
+2% +$13.4K 0.31% 98
2024
Q2 		$535K Sell
5,338
-343
-6% -$34.3K 0.29% 100
2024
Q1 		$549K Sell
5,681
-1,422
-20% -$135K 0.3% 104
2023
Q4 		$689K Buy
7,103
+819
+13% +$74.5K 0.31% 97
2023
Q3 		$555K Sell
6,284
-974
-13% -$89.3K 0.31% 99
2023
Q2 		$651K Buy
7,258
+44
+0.6% +$4.15K 0.38% 85
2023
Q1 		$696K Buy
7,214
+16
+0.2% +$1.58K 0.42% 78
2022
Q4 		$741K Buy
7,198
+115
+2% +$11K 0.48% 71
2022
Q3 		$658K Buy
7,083
+34
+0.5% +$3.65K 0.48% 70
2022
Q2 		$755K Buy
7,049
+52
+0.7% +$5.72K 0.51% 64
2022
Q1 		$781K Sell
6,997
-28
-0.4% -$2.91K 0.44% 70
2021
Q4 		$736K Buy
+7,025
New +$712K 0.36% 77

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Retirement Planning Company of New England's DUK Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Duke Energy (DUK) stake by 3.5% in Q2 2026, selling an estimated $23.8K and leaving 5,216 shares worth $660K. The position accounts for 0.24% of the portfolio, ranked #116.

Retirement Planning Company of New England first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $781K in Q1 2022. 1,977 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Retirement Planning Company of New England held 5,216 shares of Duke Energy worth $660K as of Q2 2026.
  • Retirement Planning Company of New England sold 189 Duke Energy shares in Q2 2026, an estimated $23.8K.
  • Duke Energy made up 0.24% of Retirement Planning Company of New England's portfolio in Q2 2026, its #116 holding.
  • Retirement Planning Company of New England first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Duke Energy position peaked at $781K in Q1 2022.
  • 1,977 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.