Traynor Capital Management’s Duke Energy DUK Stock Holding History

Traynor Capital Management’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	$311K	Sell	2,457 -172	-7%	-$21.7K	0.01%	252
2026 Q1	$346K	Sell	2,629 -161	-6%	-$20.1K	0.02%	217
2025 Q4	$327K	Buy	2,790 +426	+18%	+$52K	0.02%	232
2025 Q3	$293K	Buy	+2,364	New	+$287K	0.02%	250
2023 Q1	–	Sell	-2,000	Closed	-$206K	–	225
2022 Q4	$206K	Buy	+2,000	New	+$192K	0.03%	171
2022 Q3	–	Sell	-1,949	Closed	-$209K	–	186
2022 Q2	$209K	Buy	+1,949	New	+$214K	0.04%	145
2019 Q2	–	Sell	-2,234	Closed	-$201K	–	178
2019 Q1	$201K	Buy	+2,234	New	+$197K	0.07%	151
2016 Q1	–	Sell	-3,504	Closed	-$250K	–	130
2015 Q4	$250K	Buy	+3,504	New	+$246K	0.18%	103

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Traynor Capital Management's DUK Position: Q2 2026 in Review

Traynor Capital Management reduced its Duke Energy (DUK) stake by 6.5% in Q2 2026, selling an estimated $21.7K and leaving 2,457 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #252.

Traynor Capital Management first reported a position in DUK in Q4 2015 and has held it in 8 quarters since. The position peaked at $346K in Q1 2026. 787 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Traynor Capital Management held 2,457 shares of Duke Energy worth $311K as of Q2 2026.
Traynor Capital Management sold 172 Duke Energy shares in Q2 2026, an estimated $21.7K.
Duke Energy made up 0.01% of Traynor Capital Management's portfolio in Q2 2026, its #252 holding.
Traynor Capital Management first reported a position in Duke Energy in Q4 2015 and has held it in 8 quarters since.
Traynor Capital Management's Duke Energy position peaked at $346K in Q1 2026.
787 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.