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Richards, Merrill & Peterson’s Duke Energy DUK Stock Holding History

Richards, Merrill & Peterson’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 		$154K Sell
1,216
-212
-15% -$26.7K 0.05% 206
2026
Q1 		$187K Sell
1,428
-117
-8% -$14.6K 0.07% 187
2025
Q4 		$181K Buy
+1,545
New +$189K 0.07% 174
2025
Q2 		– Sell
-1,136
Closed -$139K – 275
2025
Q1 		$139K Buy
1,136
+98
+9% +$11.2K 0.07% 168
2024
Q4 		$112K Buy
+1,038
New +$118K 0.06% 176

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Richards, Merrill & Peterson's DUK Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Duke Energy (DUK) stake by 15% in Q2 2026, selling an estimated $26.7K and leaving 1,216 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #206.

Richards, Merrill & Peterson first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $187K in Q1 2026. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Richards, Merrill & Peterson held 1,216 shares of Duke Energy worth $154K as of Q2 2026.
  • Richards, Merrill & Peterson sold 212 Duke Energy shares in Q2 2026, an estimated $26.7K.
  • Duke Energy made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #206 holding.
  • Richards, Merrill & Peterson first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's Duke Energy position peaked at $187K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.