TB
DUK icon

Terril Brothers’s Duke Energy DUK Stock Holding History

Terril Brothers’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 		$325K Hold
2,564
– – 0.08% 52
2026
Q1 		$336K Hold
2,564
– – 0.09% 53
2025
Q4 		$301K Sell
2,564
-85
-3% -$10.4K 0.08% 55
2025
Q3 		$328K Buy
+2,649
New +$321K 0.1% 56

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

Terril Brothers's DUK Position: Q2 2026 in Review

Terril Brothers held its Duke Energy (DUK) position steady in Q2 2026 at 2,564 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #52.

Terril Brothers first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Terril Brothers held 2,564 shares of Duke Energy worth $325K as of Q2 2026.
  • Terril Brothers left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.08% of Terril Brothers's portfolio in Q2 2026, its #52 holding.
  • Terril Brothers first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Terril Brothers's Duke Energy position peaked at $336K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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