Symmetry Partners’s Duke Energy DUK Stock Holding History

Symmetry Partners’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	$203K	Buy	+1,605	New	+$202K	0.01%	267
2024 Q3	–	Sell	-4,126	Closed	-$414K	–	215
2024 Q2	$414K	Sell	4,126 -655	-14%	-$65.5K	0.02%	331
2024 Q1	$462K	Hold	4,781	–	–	0.04%	317
2023 Q4	$463K	Hold	4,781	–	–	0.03%	296
2023 Q3	$422K	Hold	4,781	–	–	0.02%	353
2023 Q2	$429K	Hold	4,781	–	–	0.02%	382
2023 Q1	$461K	Hold	4,781	–	–	0.03%	351
2022 Q4	$492K	Hold	4,781	–	–	0.03%	336
2022 Q3	$445K	Hold	4,781	–	–	0.03%	334
2022 Q2	$513K	Hold	4,781	–	–	0.03%	309
2022 Q1	$534K	Hold	4,781	–	–	0.03%	343
2021 Q4	$502K	Hold	4,781	–	–	0.03%	392
2021 Q3	$479K	Sell	4,781 -1,285	-21%	-$133K	0.03%	420
2021 Q2	$599K	Sell	6,066 -386	-6%	-$38.8K	0.04%	358
2021 Q1	$623K	Sell	6,452 -39	-0.6%	-$3.56K	0.04%	325
2020 Q4	$594K	Hold	6,491	–	–	0.05%	322
2020 Q3	$575K	Buy	+6,491	New	+$535K	0.05%	281
2019 Q2	–	Sell	-11,746	Closed	-$1.06M	–	352
2019 Q1	$1.06M	Buy	+11,746	New	+$1.04M	0.18%	74

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

MFA

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

Symmetry Partners's DUK Position: Q2 2026 in Review

Symmetry Partners opened a new position in Duke Energy (DUK) in Q2 2026: 1,605 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in DUK as recently as Q2 2024.

Symmetry Partners first reported a position in DUK in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2019. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Symmetry Partners held 1,605 shares of Duke Energy worth $203K as of Q2 2026.
Duke Energy was a new Symmetry Partners position in Q2 2026.
Duke Energy made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #267 holding.
Symmetry Partners first reported a position in Duke Energy in Q1 2019 and has held it in 18 quarters since.
Symmetry Partners's Duke Energy position peaked at $1.06M in Q1 2019.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.