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Spinnaker Investment Group’s Duke Energy DUK Stock Holding History

Spinnaker Investment Group’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 		$798K Buy
6,304
+14
+0.2% +$1.77K 0.13% 68
2026
Q1 		$824K Sell
6,290
-7
-0.1% -$875 0.17% 52
2025
Q4 		$738K Sell
6,297
-2
-0% -$244 0.13% 57
2025
Q3 		$780K Buy
6,299
+3,684
+141% +$447K 0.15% 50
2025
Q2 		$309K Sell
2,615
-23
-0.9% -$2.71K 0.07% 80
2025
Q1 		$322K Buy
2,638
+1
+0% +$114 0.07% 79
2024
Q4 		$284K Sell
2,637
-232
-8% -$26.3K 0.07% 81
2024
Q3 		$331K Sell
2,869
-10
-0.3% -$1.11K 0.08% 67
2024
Q2 		$289K Buy
2,879
+31
+1% +$3.1K 0.08% 67
2024
Q1 		$275K Hold
2,848
– – 0.08% 72
2023
Q4 		$276K Buy
2,848
+11
+0.4% +$1K 0.08% 72
2023
Q3 		$250K Buy
2,837
+3
+0.1% +$275 0.08% 74
2023
Q2 		$254K Buy
2,834
+11
+0.4% +$1.04K 0.08% 75
2023
Q1 		$272K Hold
2,823
– – 0.1% 72
2022
Q4 		$291K Hold
2,823
– – 0.1% 72
2022
Q3 		$262K Buy
2,823
+8
+0.3% +$859 0.1% 70
2022
Q2 		$302K Sell
2,815
-195
-6% -$21.4K 0.12% 61
2022
Q1 		$334K Hold
3,010
– – 0.11% 63
2021
Q4 		$308K Buy
+3,010
New +$305K 0.11% 70

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Spinnaker Investment Group's DUK Position: Q2 2026 in Review

Spinnaker Investment Group increased its Duke Energy (DUK) stake by 0.22% in Q2 2026, buying an estimated $1.77K and bringing the position to 6,304 shares worth $798K. The position accounts for 0.13% of the portfolio, ranked #68.

Spinnaker Investment Group first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $824K in Q1 2026. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Spinnaker Investment Group held 6,304 shares of Duke Energy worth $798K as of Q2 2026.
  • Spinnaker Investment Group bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
  • Duke Energy made up 0.13% of Spinnaker Investment Group's portfolio in Q2 2026, its #68 holding.
  • Spinnaker Investment Group first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Duke Energy position peaked at $824K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.