Secured Retirement Advisors’s Duke Energy DUK Stock Holding History

Secured Retirement Advisors’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	$2.07M	Buy	+16,380	New	+$2.07M	1.06%	25

Other funds holding DUK

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

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Secured Retirement Advisors's DUK Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 16,380 shares worth $2.07M. The stake represents 1.06% of the portfolio and ranks #25 among its holdings.

578 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Secured Retirement Advisors held 16,380 shares of Duke Energy worth $2.07M as of Q2 2026.
Duke Energy was a new Secured Retirement Advisors position in Q2 2026.
Duke Energy made up 1.06% of Secured Retirement Advisors's portfolio in Q2 2026, its #25 holding.
578 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.