RWB
DUK icon

RMR Wealth Builders’s Duke Energy DUK Stock Holding History

RMR Wealth Builders’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 		$4.34M Buy
34,288
+9,304
+37% +$1.17M 0.27% 59
2026
Q1 		$3.27M Buy
24,984
+3,117
+14% +$390K 0.26% 55
2025
Q4 		$2.56M Buy
21,867
+3,034
+16% +$370K 0.21% 69
2025
Q3 		$2.33M Buy
18,833
+1,299
+7% +$158K 0.2% 66
2025
Q2 		$2.07M Buy
17,534
+1,246
+8% +$147K 0.19% 73
2025
Q1 		$1.99M Buy
16,288
+694
+4% +$79.1K 0.21% 65
2024
Q4 		$1.68M Buy
15,594
+1,222
+9% +$138K 0.17% 71
2024
Q3 		$1.66M Sell
14,372
-229
-2% -$25.5K 0.18% 71
2024
Q2 		$1.46M Buy
14,601
+2,166
+17% +$217K 0.17% 74
2024
Q1 		$1.2M Buy
12,435
+2,317
+23% +$220K 0.15% 86
2023
Q4 		$982K Buy
10,118
+2,507
+33% +$228K 0.14% 86
2023
Q3 		$672K Buy
7,611
+4,783
+169% +$439K 0.11% 102
2023
Q2 		$254K Buy
2,828
+179
+7% +$16.9K 0.04% 179
2023
Q1 		$256K Buy
+2,649
New +$262K 0.05% 175
2021
Q2 		– Sell
-814
Closed -$79K – 312
2021
Q1 		$79K Buy
+814
New +$74.3K 0.02% 302
2020
Q4 		– Sell
-2,685
Closed -$238K – 523
2020
Q3 		$238K Buy
+2,685
New +$221K 0.06% 177

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

RMR Wealth Builders's DUK Position: Q2 2026 in Review

RMR Wealth Builders increased its Duke Energy (DUK) stake by 37% in Q2 2026, buying an estimated $1.17M and bringing the position to 34,288 shares worth $4.34M. The position accounts for 0.27% of the portfolio, ranked #59.

RMR Wealth Builders first reported a position in DUK in Q3 2020 and has held it in 16 quarters since. 879 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • RMR Wealth Builders held 34,288 shares of Duke Energy worth $4.34M as of Q2 2026.
  • RMR Wealth Builders bought 9,304 Duke Energy shares in Q2 2026, an estimated $1.17M.
  • Duke Energy made up 0.27% of RMR Wealth Builders's portfolio in Q2 2026, its #59 holding.
  • RMR Wealth Builders first reported a position in Duke Energy in Q3 2020 and has held it in 16 quarters since.
  • 879 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.