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Secure Asset Management’s Duke Energy DUK Stock Holding History

Secure Asset 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
2026
Q2 		$432K Sell
3,414
-424
-11% -$53.5K 0.06% 210
2026
Q1 		$503K Buy
3,838
+137
+4% +$17.1K 0.08% 189
2025
Q4 		$434K Buy
3,701
+248
+7% +$30.3K 0.07% 212
2025
Q3 		$423K Buy
3,453
+14
+0.4% +$1.7K 0.07% 203
2025
Q2 		$406K Sell
3,439
-154
-4% -$18.2K 0.07% 213
2025
Q1 		$438K Buy
3,593
+1,402
+64% +$160K 0.09% 188
2024
Q4 		$236K Buy
+2,191
New +$248K 0.04% 291

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

Secure Asset Management's DUK Position: Q2 2026 in Review

Secure Asset Management reduced its Duke Energy (DUK) stake by 11% in Q2 2026, selling an estimated $53.5K and leaving 3,414 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #210.

Secure Asset Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $503K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Secure Asset Management held 3,414 shares of Duke Energy worth $432K as of Q2 2026.
  • Secure Asset Management sold 424 Duke Energy shares in Q2 2026, an estimated $53.5K.
  • Duke Energy made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #210 holding.
  • Secure Asset Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Secure Asset Management's Duke Energy position peaked at $503K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.