SEP
DUK icon

Southland Equity Partners’s Duke Energy DUK Stock Holding History

Southland Equity Partners’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 		$609K Buy
4,815
+136
+3% +$17.2K 0.11% 145
2026
Q1 		$613K Sell
4,679
-19
-0.4% -$2.38K 0.12% 125
2025
Q4 		$551K Sell
4,698
-95
-2% -$11.6K 0.11% 132
2025
Q3 		$593K Buy
4,793
+412
+9% +$50K 0.12% 123
2025
Q2 		$517K Buy
4,381
+214
+5% +$25.3K 0.11% 124
2025
Q1 		$508K Buy
4,167
+151
+4% +$17.2K 0.12% 122
2024
Q4 		$433K Buy
4,016
+155
+4% +$17.6K 0.1% 133
2024
Q3 		$445K Buy
3,861
+319
+9% +$35.5K 0.11% 129
2024
Q2 		$355K Sell
3,542
-86
-2% -$8.6K 0.1% 130
2024
Q1 		$351K Buy
3,628
+61
+2% +$5.79K 0.1% 136
2023
Q4 		$346K Buy
3,567
+192
+6% +$17.5K 0.11% 127
2023
Q3 		$298K Buy
3,375
+607
+22% +$55.7K 0.1% 137
2023
Q2 		$248K Buy
2,768
+47
+2% +$4.44K 0.08% 162
2023
Q1 		$262K Buy
2,721
+48
+2% +$4.74K 0.1% 151
2022
Q4 		$275K Buy
2,673
+124
+5% +$11.9K 0.11% 136
2022
Q3 		$237K Buy
2,549
+38
+2% +$4.08K 0.12% 133
2022
Q2 		$269K Buy
2,511
+71
+3% +$7.81K 0.12% 128
2022
Q1 		$272K Buy
2,440
+6
+0.2% +$623 0.11% 136
2021
Q4 		$255K Hold
2,434
– – 0.1% 147
2021
Q3 		$238K Buy
2,434
+17
+0.7% +$1.76K 0.11% 142
2021
Q2 		$239K Buy
2,417
+49
+2% +$4.92K 0.11% 139
2021
Q1 		$229K Buy
2,368
+51
+2% +$4.66K 0.13% 133
2020
Q4 		$212K Buy
+2,317
New +$214K 0.14% 119

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Southland Equity Partners's DUK Position: Q2 2026 in Review

Southland Equity Partners increased its Duke Energy (DUK) stake by 2.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 4,815 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #145.

Southland Equity Partners first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $613K in Q1 2026. 899 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Southland Equity Partners held 4,815 shares of Duke Energy worth $609K as of Q2 2026.
  • Southland Equity Partners bought 136 Duke Energy shares in Q2 2026, an estimated $17.2K.
  • Duke Energy made up 0.11% of Southland Equity Partners's portfolio in Q2 2026, its #145 holding.
  • Southland Equity Partners first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Duke Energy position peaked at $613K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.