Syntegra Private Wealth Group’s Duke Energy DUK Stock Holding History

Syntegra Private Wealth 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	$318K	Sell	2,511 -460	-15%	-$58K	0.02%	159
2026 Q1	$389K	Sell	2,971 -120	-4%	-$15K	0.04%	128
2025 Q4	$362K	Buy	3,091 +5	+0.2%	+$611	0.03%	139
2025 Q3	$382K	Sell	3,086 -131	-4%	-$15.9K	0.04%	133
2025 Q2	$380K	Buy	3,217 +707	+28%	+$83.4K	0.04%	127
2025 Q1	$306K	Buy	2,510 +25	+1%	+$2.85K	0.04%	126
2024 Q4	$268K	Hold	2,485	–	–	0.03%	132
2024 Q3	$287K	Hold	2,485	–	–	0.03%	125
2024 Q2	$249K	Buy	+2,485	New	+$249K	0.03%	127

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Syntegra Private Wealth Group's DUK Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Duke Energy (DUK) stake by 15% in Q2 2026, selling an estimated $58K and leaving 2,511 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #159.

Syntegra Private Wealth Group first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $389K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Syntegra Private Wealth Group held 2,511 shares of Duke Energy worth $318K as of Q2 2026.
Syntegra Private Wealth Group sold 460 Duke Energy shares in Q2 2026, an estimated $58K.
Duke Energy made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #159 holding.
Syntegra Private Wealth Group first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Syntegra Private Wealth Group's Duke Energy position peaked at $389K in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.