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Summitry LLC’s Duke Energy DUK Stock Holding History

Summitry LLC’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 		$270K Buy
+2,130
New +$269K 0.01% 268
2026
Q1 		– Sell
-1,797
Closed -$211K – 302
2025
Q4 		$211K Buy
+1,797
New +$219K 0.01% 235

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

Summitry LLC's DUK Position: Q2 2026 in Review

Summitry LLC opened a new position in Duke Energy (DUK) in Q2 2026: 2,130 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Summitry LLC previously reported a position in DUK as recently as Q4 2025.

Summitry LLC first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Summitry LLC held 2,130 shares of Duke Energy worth $270K as of Q2 2026.
  • Duke Energy was a new Summitry LLC position in Q2 2026.
  • Duke Energy made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #268 holding.
  • Summitry LLC first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.