RWS
DUK icon

Retirement Wealth Solutions’s Duke Energy DUK Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-1
Closed -$131 – 824
2026
Q1 		$131 Buy
+1
New +$125 ﹤0.01% 794

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Retirement Wealth Solutions's DUK Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1 share — an estimated $131 sold.

Retirement Wealth Solutions first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $131 in Q1 2026. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 Duke Energy share in Q2 2026, an estimated $131.
  • Retirement Wealth Solutions first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Retirement Wealth Solutions's Duke Energy position peaked at $131 in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.