Tranquility Partners’s Duke Energy DUK Stock Holding History

Tranquility Partners’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	$232K	Hold	1,833	–	–	0.08%	215
2026 Q1	$240K	Hold	1,833	–	–	0.09%	207
2025 Q4	$215K	Hold	1,833	–	–	0.08%	216
2025 Q3	$227K	Hold	1,833	–	–	0.08%	223
2025 Q2	$216K	Hold	1,833	–	–	0.08%	206
2025 Q1	$224K	Buy	+1,833	New	+$209K	0.09%	197
2024 Q4	–	Sell	-1,833	Closed	-$211K	–	212
2024 Q3	$211K	Buy	+1,833	New	+$204K	0.08%	211
2022 Q2	–	Sell	-1,856	Closed	-$207K	–	215
2022 Q1	$207K	Buy	+1,856	New	+$193K	0.1%	207

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Tranquility Partners's DUK Position: Q2 2026 in Review

Tranquility Partners held its Duke Energy (DUK) position steady in Q2 2026 at 1,833 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #215.

Tranquility Partners first reported a position in DUK in Q1 2022 and has held it in 8 quarters since. The position peaked at $240K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Tranquility Partners held 1,833 shares of Duke Energy worth $232K as of Q2 2026.
Tranquility Partners left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.08% of Tranquility Partners's portfolio in Q2 2026, its #215 holding.
Tranquility Partners first reported a position in Duke Energy in Q1 2022 and has held it in 8 quarters since.
Tranquility Partners's Duke Energy position peaked at $240K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.