Royal Fund Management’s Duke Energy DUK Stock Holding History

Royal Fund Management’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
2024 Q2	–	Sell	-400	Closed	-$38.7K	–	300
2024 Q1	$38.7K	Hold	400	–	–	﹤0.01%	325
2023 Q4	$38.8K	Buy	+400	New	+$36.4K	﹤0.01%	295
2023 Q2	–	Sell	-500	Closed	-$48.2K	–	282
2023 Q1	$48.2K	Hold	500	–	–	0.01%	262
2022 Q4	$51.5K	Buy	+500	New	+$48K	0.01%	259
2020 Q2	–	Sell	-4	Closed	-$1K	–	252
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	521
2019 Q4	$2K	Buy	+4	New	+$367	﹤0.01%	539

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Royal Fund Management's DUK Position: Q2 2026 in Review

Royal Fund Management increased its Duke Energy (DUK) stake by 2.9% in Q2 2026, buying an estimated $142K and bringing the position to 39,809 shares worth $5.04M. The position accounts for 0.42% of the portfolio, ranked #83.

Royal Fund Management first reported a position in DUK in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.31M in Q3 2019. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Royal Fund Management held 39,809 shares of Duke Energy worth $5.04M as of Q2 2026.
Royal Fund Management bought 1,125 Duke Energy shares in Q2 2026, an estimated $142K.
Duke Energy made up 0.42% of Royal Fund Management's portfolio in Q2 2026, its #83 holding.
Royal Fund Management first reported a position in Duke Energy in Q4 2016 and has held it in 39 quarters since.
Royal Fund Management's Duke Energy position peaked at $9.31M in Q3 2019.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.