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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
2020
Q4 		– Sell
-7,911
Closed -$202K – 139
2020
Q3 		$202K Buy
+7,911
New +$652K 0.07% 108

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 1,724 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.
  • 1,724 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.