Signature Estate & Investment Advisors’s Duke Energy DUK Stock Holding History

Signature Estate & Investment 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	$490K	Buy	3,868 +98	+3%	+$12.4K	0.01%	435
2026 Q1	$494K	Buy	3,770 +158	+4%	+$19.8K	0.01%	420
2025 Q4	$423K	Sell	3,612 -206	-5%	-$25.2K	0.01%	420
2025 Q3	$472K	Sell	3,818 -29	-0.8%	-$3.52K	0.01%	394
2025 Q2	$454K	Sell	3,847 -28	-0.7%	-$3.3K	0.01%	383
2025 Q1	$473K	Buy	3,875 +714	+23%	+$81.4K	0.01%	351
2024 Q4	$341K	Sell	3,161 -33	-1%	-$3.74K	0.01%	400
2024 Q3	$368K	Buy	3,194 +204	+7%	+$22.7K	0.01%	372
2024 Q2	$300K	Buy	+2,990	New	+$299K	0.01%	389

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Signature Estate & Investment Advisors's DUK Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Duke Energy (DUK) stake by 2.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,868 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #435.

Signature Estate & Investment Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $494K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Signature Estate & Investment Advisors held 3,868 shares of Duke Energy worth $490K as of Q2 2026.
Signature Estate & Investment Advisors bought 98 Duke Energy shares in Q2 2026, an estimated $12.4K.
Duke Energy made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #435 holding.
Signature Estate & Investment Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Duke Energy position peaked at $494K in Q1 2026.
1,835 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.