Spartan Planning & Wealth Management’s Duke Energy DUK Stock Holding History

Spartan Planning & Wealth 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	–	Sell	-1,675	Closed	-$219K	–	79
2026 Q1	$219K	Buy	+1,675	New	+$209K	0.16%	66
2023 Q4	$57.6K	Buy	594 +592	+29,600%	+$53.8K	0.06%	132
2023 Q3	$177	Buy	+2	New	+$183	﹤0.01%	152
2022 Q4	$20.1K	Buy	195 +193	+9,650%	+$18.5K	0.03%	116
2022 Q3	$0	Sell	2 -447	-100%	-$48K	﹤0.01%	87
2022 Q2	$48K	Buy	449 +36	+9%	+$3.96K	0.06%	59
2022 Q1	$46K	Buy	+413	New	+$42.9K	0.06%	88

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Spartan Planning & Wealth Management's DUK Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,675 shares — an estimated $219K sold.

Spartan Planning & Wealth Management first reported a position in DUK in Q1 2022 and held it in 7 quarters. The position peaked at $219K in Q1 2026. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,675 Duke Energy shares in Q2 2026, an estimated $219K.
Spartan Planning & Wealth Management first reported a position in Duke Energy in Q1 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's Duke Energy position peaked at $219K in Q1 2026.
817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.