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SBI Securities’s Duke Energy DUK Stock Holding History

SBI Securities’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 		$641K Sell
5,061
-271
-5% -$34.2K 0.01% 362
2026
Q1 		$698K Sell
5,332
-356
-6% -$44.5K 0.02% 334
2025
Q4 		$667K Sell
5,688
-28
-0.5% -$3.42K 0.02% 338
2025
Q3 		$707K Buy
5,716
+107
+2% +$13K 0.02% 323
2025
Q2 		$662K Sell
5,609
-765
-12% -$90.3K 0.02% 323
2025
Q1 		$777K Sell
6,374
-173
-3% -$19.7K 0.03% 286
2024
Q4 		$705K Buy
+6,547
New +$742K 0.02% 298

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SBI Securities's DUK Position: Q2 2026 in Review

SBI Securities reduced its Duke Energy (DUK) stake by 5.1% in Q2 2026, selling an estimated $34.2K and leaving 5,061 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #362.

SBI Securities first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $777K in Q1 2025. 931 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SBI Securities held 5,061 shares of Duke Energy worth $641K as of Q2 2026.
  • SBI Securities sold 271 Duke Energy shares in Q2 2026, an estimated $34.2K.
  • Duke Energy made up 0.01% of SBI Securities's portfolio in Q2 2026, its #362 holding.
  • SBI Securities first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Duke Energy position peaked at $777K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.