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Romano Brothers & Co’s Duke Energy DUK Stock Holding History

Romano Brothers & Co’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 		$10.2M Sell
80,941
-1,181
-1% -$149K 1.03% 21
2026
Q1 		$10.8M Buy
82,122
+1,300
+2% +$163K 1.22% 16
2025
Q4 		$9.47M Sell
80,822
-633
-0.8% -$77.3K 1.08% 18
2025
Q3 		$10.1M Buy
81,455
+3,483
+4% +$423K 1.15% 17
2025
Q2 		$9.2M Sell
77,972
-1,422
-2% -$168K 1.14% 17
2025
Q1 		$9.68M Sell
79,394
-3,646
-4% -$416K 1.25% 13
2024
Q4 		$8.95M Sell
83,040
-477
-0.6% -$54K 1.13% 16
2024
Q3 		$9.63M Buy
83,517
+4,037
+5% +$449K 1.2% 14
2024
Q2 		$7.97M Sell
79,480
-4,523
-5% -$452K 1.1% 16
2024
Q1 		$8.12M Sell
84,003
-193
-0.2% -$18.3K 1.11% 16
2023
Q4 		$8.17M Buy
84,196
+482
+0.6% +$43.8K 1.22% 16
2023
Q3 		$7.39M Sell
83,714
-3,301
-4% -$303K 1.15% 16
2023
Q2 		$7.81M Buy
87,015
+2,348
+3% +$222K 1.16% 15
2023
Q1 		$8.15M Sell
84,667
-1,641
-2% -$162K 1.26% 15
2022
Q4 		$8.89M Sell
86,308
-2,234
-3% -$214K 1.35% 12
2022
Q3 		$8.22M Buy
+88,542
New +$9.51M 1.33% 16

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Romano Brothers & Co's DUK Position: Q2 2026 in Review

Romano Brothers & Co reduced its Duke Energy (DUK) stake by 1.4% in Q2 2026, selling an estimated $149K and leaving 80,941 shares worth $10.2M. The position accounts for 1.03% of the portfolio, ranked #21.

Romano Brothers & Co first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.8M in Q1 2026. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Romano Brothers & Co held 80,941 shares of Duke Energy worth $10.2M as of Q2 2026.
  • Romano Brothers & Co sold 1,181 Duke Energy shares in Q2 2026, an estimated $149K.
  • Duke Energy made up 1.03% of Romano Brothers & Co's portfolio in Q2 2026, its #21 holding.
  • Romano Brothers & Co first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's Duke Energy position peaked at $10.8M in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.