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Traveka Wealth’s Duke Energy DUK Stock Holding History

Traveka Wealth’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 		$206K Buy
1,628
+6
+0.4% +$757 0.07% 187
2026
Q1 		$212K Buy
+1,622
New +$203K 0.08% 167
2025
Q4 		– Sell
-1,645
Closed -$204K – 192
2025
Q3 		$204K Buy
+1,645
New +$200K 0.09% 165

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Traveka Wealth's DUK Position: Q2 2026 in Review

Traveka Wealth increased its Duke Energy (DUK) stake by 0.37% in Q2 2026, buying an estimated $757 and bringing the position to 1,628 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #187.

Traveka Wealth first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $212K in Q1 2026. 1,278 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Traveka Wealth held 1,628 shares of Duke Energy worth $206K as of Q2 2026.
  • Traveka Wealth bought 6 Duke Energy shares in Q2 2026, an estimated $757.
  • Duke Energy made up 0.07% of Traveka Wealth's portfolio in Q2 2026, its #187 holding.
  • Traveka Wealth first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • Traveka Wealth's Duke Energy position peaked at $212K in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.