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DUK icon

Sunpointe’s Duke Energy DUK Stock Holding History

Sunpointe’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 		$312K Sell
2,463
-19
-0.8% -$2.4K 0.09% 194
2026
Q1 		$325K Sell
2,482
-31
-1% -$3.88K 0.11% 190
2025
Q4 		$295K Buy
2,513
+158
+7% +$19.3K 0.1% 187
2025
Q3 		$291K Buy
2,355
+7
+0.3% +$849 0.11% 184
2025
Q2 		$277K Buy
2,348
+58
+3% +$6.84K 0.11% 173
2025
Q1 		$279K Buy
2,290
+13
+0.6% +$1.48K 0.15% 126
2024
Q4 		$245K Buy
2,277
+228
+11% +$25.8K 0.12% 150
2024
Q3 		$236K Sell
2,049
-1,063
-34% -$118K 0.19% 139
2024
Q2 		$312K Sell
3,112
-997
-24% -$99.7K 0.2% 103
2024
Q1 		$397K Buy
4,109
+197
+5% +$18.7K 0.44% 68
2023
Q4 		$380K Buy
+3,912
New +$356K 0.48% 61

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

Sunpointe's DUK Position: Q2 2026 in Review

Sunpointe reduced its Duke Energy (DUK) stake by 0.77% in Q2 2026, selling an estimated $2.4K and leaving 2,463 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #194.

Sunpointe first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q1 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sunpointe held 2,463 shares of Duke Energy worth $312K as of Q2 2026.
  • Sunpointe sold 19 Duke Energy shares in Q2 2026, an estimated $2.4K.
  • Duke Energy made up 0.09% of Sunpointe's portfolio in Q2 2026, its #194 holding.
  • Sunpointe first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Duke Energy position peaked at $397K in Q1 2024.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.