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J. M. Brown & Associates Inc.’s Duke Energy DUK Stock Holding History

J. M. Brown & Associates Inc.’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 		$326K Buy
+2,575
New +$325K 0.19% 135

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

J. M. Brown & Associates Inc.'s DUK Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Duke Energy (DUK) in Q2 2026: 2,575 shares worth $326K. The stake represents 0.19% of the portfolio and ranks #135 among its holdings.

813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • J. M. Brown & Associates Inc. held 2,575 shares of Duke Energy worth $326K as of Q2 2026.
  • Duke Energy was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Duke Energy made up 0.19% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #135 holding.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.