SteelPeak Wealth’s Duke Energy DUK Stock Holding History

SteelPeak Wealth’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	$381K	Sell	3,011 -39	-1%	-$4.92K	0.01%	477
2026 Q1	$399K	Sell	3,050 -320	-9%	-$40K	0.01%	410
2025 Q4	$395K	Sell	3,370 -33,545	-91%	-$4.1M	0.01%	389
2025 Q3	$4.57M	Sell	36,915 -2,051	-5%	-$249K	0.15%	106
2025 Q2	$4.6M	Sell	38,966 -1,320	-3%	-$156K	0.18%	104
2025 Q1	$4.91M	Buy	40,286 +11,823	+42%	+$1.35M	0.2%	100
2024 Q4	$3.07M	Sell	28,463 -36,800	-56%	-$4.17M	0.12%	127
2024 Q3	$7.52M	Buy	+65,263	New	+$7.26M	0.33%	67
2024 Q1	–	Sell	-37,497	Closed	-$3.64M	–	494
2023 Q4	$3.64M	Buy	+37,497	New	+$3.41M	0.21%	95
2022 Q4	–	Sell	-3,888	Closed	-$362K	–	438
2022 Q3	$362K	Sell	3,888 -2,226	-36%	-$239K	0.03%	297
2022 Q2	$655K	Buy	+6,114	New	+$672K	0.05%	217
2020 Q4	–	Sell	-5,706	Closed	-$505K	–	336
2020 Q3	$505K	Buy	+5,706	New	+$470K	0.05%	171
2020 Q2	–	Sell	-3,692	Closed	-$299K	–	282
2020 Q1	$299K	Buy	3,692 +1,004	+37%	+$92.2K	0.05%	175
2019 Q4	$245K	Buy	+2,688	New	+$246K	0.03%	217

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

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

SteelPeak Wealth's DUK Position: Q2 2026 in Review

SteelPeak Wealth reduced its Duke Energy (DUK) stake by 1.3% in Q2 2026, selling an estimated $4.92K and leaving 3,011 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #477.

SteelPeak Wealth first reported a position in DUK in Q4 2019 and has held it in 14 quarters since. The position peaked at $7.52M in Q3 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

SteelPeak Wealth held 3,011 shares of Duke Energy worth $381K as of Q2 2026.
SteelPeak Wealth sold 39 Duke Energy shares in Q2 2026, an estimated $4.92K.
Duke Energy made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #477 holding.
SteelPeak Wealth first reported a position in Duke Energy in Q4 2019 and has held it in 14 quarters since.
SteelPeak Wealth's Duke Energy position peaked at $7.52M in Q3 2024.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.