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Strategic Investment Solutions’s Duke Energy DUK Stock Holding History

Strategic Investment Solutions’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 		$243K Buy
1,921
+7
+0.4% +$883 0.06% 140
2026
Q1 		$251K Sell
1,914
-78
-4% -$9.75K 0.06% 130
2025
Q4 		$233K Buy
1,992
+9
+0.5% +$1.1K 0.06% 126
2025
Q3 		$245K Buy
1,983
+8
+0.4% +$971 0.06% 123
2025
Q2 		$233K Buy
1,975
+7
+0.4% +$826 0.07% 117
2025
Q1 		$240K Buy
1,968
+36
+2% +$4.1K 0.07% 95
2024
Q4 		$200K Sell
1,932
-19
-1% -$2.15K 0.07% 95
2024
Q3 		$225K Buy
1,951
+24
+1% +$2.67K 0.07% 94
2024
Q2 		$208K Buy
+1,927
New +$193K 0.07% 94
2023
Q4 		$213K Sell
2,192
-90,625
-98% -$8.24M 0.04% 189
2023
Q3 		$8.51M Buy
92,817
+91,143
+5,445% +$8.36M 0.11% 104
2023
Q2 		$147K Hold
1,674
– – 0.03% 172
2023
Q1 		$161K Buy
+1,674
New +$165K 0.03% 202

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

Strategic Investment Solutions's DUK Position: Q2 2026 in Review

Strategic Investment Solutions increased its Duke Energy (DUK) stake by 0.37% in Q2 2026, buying an estimated $883 and bringing the position to 1,921 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #140.

Strategic Investment Solutions first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.51M in Q3 2023. 832 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Strategic Investment Solutions held 1,921 shares of Duke Energy worth $243K as of Q2 2026.
  • Strategic Investment Solutions bought 7 Duke Energy shares in Q2 2026, an estimated $883.
  • Duke Energy made up 0.06% of Strategic Investment Solutions's portfolio in Q2 2026, its #140 holding.
  • Strategic Investment Solutions first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Duke Energy position peaked at $8.51M in Q3 2023.
  • 832 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.