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Timonier Family Office’s Duke Energy DUK Stock Holding History

Timonier Family Office’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 		$410K Buy
+3,242
New +$409K 0.12% 42
2025
Q4 		$380K Buy
3,240
+2
+0.1% +$244 0.12% 42
2025
Q3 		$401K Buy
3,238
+1
+0% +$121 0.13% 41
2025
Q2 		$382K Buy
3,237
+2
+0.1% +$236 0.14% 40
2025
Q1 		$395K Sell
3,235
-137
-4% -$15.6K 0.17% 40
2024
Q4 		$363K Buy
+3,372
New +$382K 0.19% 43

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Timonier Family Office's DUK Position: Q2 2026 in Review

Timonier Family Office opened a new position in Duke Energy (DUK) in Q2 2026: 3,242 shares worth $410K. The stake represents 0.12% of the portfolio and ranks #42 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DUK as recently as Q4 2025.

Timonier Family Office first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 1,337 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Timonier Family Office held 3,242 shares of Duke Energy worth $410K as of Q2 2026.
  • Duke Energy was a new Timonier Family Office position in Q2 2026.
  • Duke Energy made up 0.12% of Timonier Family Office's portfolio in Q2 2026, its #42 holding.
  • Timonier Family Office first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,337 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.