SP
DUK icon

Stablepoint Partners’s Duke Energy DUK Stock Holding History

Stablepoint 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 		$5.72M Buy
45,150
+324
+0.7% +$40.9K 0.79% 47
2026
Q1 		$5.87M Buy
44,826
+3,751
+9% +$469K 0.87% 39
2025
Q4 		$4.81M Buy
41,075
+495
+1% +$60.4K 0.75% 48
2025
Q3 		$5.02M Sell
40,580
-680
-2% -$82.5K 0.8% 46
2025
Q2 		$4.87M Buy
41,260
+802
+2% +$94.6K 0.83% 42
2025
Q1 		$4.93M Buy
40,458
+354
+0.9% +$40.4K 0.89% 38
2024
Q4 		$4.32M Buy
40,104
+304
+0.8% +$34.4K 0.79% 42
2024
Q3 		$4.59M Buy
39,800
+78
+0.2% +$8.68K 0.84% 44
2024
Q2 		$4.32M Sell
39,722
-1,511
-4% -$151K 0.84% 45
2024
Q1 		$3.99M Buy
41,233
+3,058
+8% +$290K 0.81% 45
2023
Q4 		$3.7M Buy
+38,175
New +$3.47M 0.95% 42

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stablepoint Partners's DUK Position: Q2 2026 in Review

Stablepoint Partners increased its Duke Energy (DUK) stake by 0.72% in Q2 2026, buying an estimated $40.9K and bringing the position to 45,150 shares worth $5.72M. The position accounts for 0.79% of the portfolio, ranked #47.

Stablepoint Partners first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.87M in Q1 2026. 846 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stablepoint Partners held 45,150 shares of Duke Energy worth $5.72M as of Q2 2026.
  • Stablepoint Partners bought 324 Duke Energy shares in Q2 2026, an estimated $40.9K.
  • Duke Energy made up 0.79% of Stablepoint Partners's portfolio in Q2 2026, its #47 holding.
  • Stablepoint Partners first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's Duke Energy position peaked at $5.87M in Q1 2026.
  • 846 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.