Strategic Planning Group’s Duke Energy DUK Stock Holding History

Strategic Planning 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	$6.12M	Buy	48,333 +2,526	+6%	+$319K	0.67%	47
2026 Q1	$6M	Sell	45,807 -15,871	-26%	-$1.98M	0.84%	41
2025 Q4	$7.23M	Buy	61,678 +5,959	+11%	+$728K	0.93%	44
2025 Q3	$6.9M	Buy	55,719 +12,913	+30%	+$1.57M	0.93%	43
2025 Q2	$5.05M	Buy	42,806 +1,915	+5%	+$226K	0.82%	47
2025 Q1	$4.99M	Buy	40,891 +3,098	+8%	+$353K	0.98%	32
2024 Q4	$4.07M	Buy	37,793 +1,530	+4%	+$173K	0.75%	44
2024 Q3	$4.18M	Buy	36,263 +1,862	+5%	+$207K	0.82%	40
2024 Q2	$3.45M	Buy	34,401 +7,655	+29%	+$766K	0.75%	48
2024 Q1	$2.59M	Buy	26,746 +3,796	+17%	+$360K	0.65%	52
2023 Q4	$2.23M	Buy	+22,950	New	+$2.09M	0.74%	42

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Strategic Planning Group's DUK Position: Q2 2026 in Review

Strategic Planning Group increased its Duke Energy (DUK) stake by 5.5% in Q2 2026, buying an estimated $319K and bringing the position to 48,333 shares worth $6.12M. The position accounts for 0.67% of the portfolio, ranked #47.

Strategic Planning Group first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.23M in Q4 2025. 578 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Strategic Planning Group held 48,333 shares of Duke Energy worth $6.12M as of Q2 2026.
Strategic Planning Group bought 2,526 Duke Energy shares in Q2 2026, an estimated $319K.
Duke Energy made up 0.67% of Strategic Planning Group's portfolio in Q2 2026, its #47 holding.
Strategic Planning Group first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Duke Energy position peaked at $7.23M in Q4 2025.
578 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.