Thurston Springer Miller Herd & Titak’s Duke Energy DUK Stock Holding History

Thurston Springer Miller Herd & Titak’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	$248K	Sell	1,961 -35	-2%	-$4.42K	0.09%	218
2026 Q1	$261K	Sell	1,996 -201	-9%	-$25.1K	0.11%	214
2025 Q4	$258K	Buy	2,197 +2,187	+21,870%	+$267K	0.09%	221
2025 Q3	$1.24K	Sell	10 -2,535	-100%	-$308K	﹤0.01%	498
2025 Q2	$300K	Buy	2,545 +267	+12%	+$31.5K	0.04%	308
2025 Q1	$278K	Buy	2,278 +112	+5%	+$12.8K	0.05%	262
2024 Q4	$233K	Buy	2,166 +400	+23%	+$45.3K	0.05%	260
2024 Q3	$204K	Buy	1,766 +314	+22%	+$34.9K	0.06%	292
2024 Q2	$146K	Buy	+1,452	New	+$145K	0.05%	352

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

Thurston Springer Miller Herd & Titak's DUK Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $4.42K and leaving 1,961 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #218.

Thurston Springer Miller Herd & Titak first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $300K in Q2 2025. 870 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,961 shares of Duke Energy worth $248K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 35 Duke Energy shares in Q2 2026, an estimated $4.42K.
Duke Energy made up 0.09% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #218 holding.
Thurston Springer Miller Herd & Titak first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Duke Energy position peaked at $300K in Q2 2025.
870 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.