Shulman DeMeo Asset Management’s Duke Energy DUK Stock Holding History

Shulman DeMeo 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	$322K	Buy	2,546 +4	+0.2%	+$505	0.06%	108
2026 Q1	$333K	Buy	+2,542	New	+$318K	0.07%	100
2021 Q2	–	Sell	-7,888	Closed	-$204K	–	82
2021 Q1	$204K	Sell	7,888 -23	-0.3%	-$2.1K	0.06%	129
2020 Q4	$212K	Buy	+7,911	New	+$732K	0.06%	128
2020 Q3	–	Sell	-7,911	Closed	-$652K	–	121
2020 Q2	$202K	Buy	7,911 +5,213	+193%	+$440K	0.08%	102
2020 Q1	$218K	Buy	2,698 +17	+0.6%	+$1.56K	0.1%	83
2019 Q4	$245K	Sell	2,681 -5,230	-66%	-$479K	0.09%	112
2019 Q3	$204K	Buy	+7,911	New	+$720K	0.07%	124

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

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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Shulman DeMeo Asset Management's DUK Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Duke Energy (DUK) stake by 0.16% in Q2 2026, buying an estimated $505 and bringing the position to 2,546 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #108.

Shulman DeMeo Asset Management first reported a position in DUK in Q3 2019 and has held it in 8 quarters since. The position peaked at $333K in Q1 2026. 848 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Shulman DeMeo Asset Management held 2,546 shares of Duke Energy worth $322K as of Q2 2026.
Shulman DeMeo Asset Management bought 4 Duke Energy shares in Q2 2026, an estimated $505.
Duke Energy made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #108 holding.
Shulman DeMeo Asset Management first reported a position in Duke Energy in Q3 2019 and has held it in 8 quarters since.
Shulman DeMeo Asset Management's Duke Energy position peaked at $333K in Q1 2026.
848 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.