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Reyes Financial Architecture’s Duke Energy DUK Stock Holding History

Reyes Financial Architecture’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 		$270K Sell
2,137
-104
-5% -$13.1K 0.15% 68
2026
Q1 		$293K Buy
2,241
+302
+16% +$37.8K 0.24% 55
2025
Q4 		$227K Buy
1,939
+135
+7% +$16.5K 0.14% 72
2025
Q3 		$223K Sell
1,804
-18
-1% -$2.18K 0.15% 75
2025
Q2 		$215K Sell
1,822
-5
-0.3% -$590 0.19% 72
2025
Q1 		$223K Buy
1,827
+83
+5% +$9.46K 0.16% 73
2024
Q4 		$188K Buy
+1,744
New +$198K 0.15% 72

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

Reyes Financial Architecture's DUK Position: Q2 2026 in Review

Reyes Financial Architecture reduced its Duke Energy (DUK) stake by 4.6% in Q2 2026, selling an estimated $13.1K and leaving 2,137 shares worth $270K. The position accounts for 0.15% of the portfolio, ranked #68.

Reyes Financial Architecture first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Reyes Financial Architecture held 2,137 shares of Duke Energy worth $270K as of Q2 2026.
  • Reyes Financial Architecture sold 104 Duke Energy shares in Q2 2026, an estimated $13.1K.
  • Duke Energy made up 0.15% of Reyes Financial Architecture's portfolio in Q2 2026, its #68 holding.
  • Reyes Financial Architecture first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's Duke Energy position peaked at $293K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.