Treasure Coast Financial Planning’s Duke Energy DUK Stock Holding History

Treasure Coast Financial Planning’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	$347K	Hold	2,744	–	–	0.17%	35
2026 Q1	$359K	Sell	2,744 -1	-0%	-$125	0.18%	35
2025 Q4	$322K	Buy	+2,745	New	+$335K	0.17%	35
2023 Q3	–	Sell	-4,424	Closed	-$397K	–	32
2023 Q2	$397K	Hold	4,424	–	–	0.27%	27
2023 Q1	$427K	Hold	4,424	–	–	0.3%	28
2022 Q4	$456K	Buy	4,424 +20	+0.5%	+$1.92K	0.34%	26
2022 Q3	$410K	Buy	4,404 +10	+0.2%	+$1.07K	0.33%	22
2022 Q2	$471K	Hold	4,394	–	–	0.36%	21
2022 Q1	$491K	Buy	4,394 +20	+0.5%	+$2.08K	0.38%	24
2021 Q4	$459K	Buy	+4,374	New	+$443K	0.36%	24

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Milford Funds Auckland $6.14B AUM

Treasure Coast Financial Planning's DUK Position: Q2 2026 in Review

Treasure Coast Financial Planning held its Duke Energy (DUK) position steady in Q2 2026 at 2,744 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #35.

Treasure Coast Financial Planning first reported a position in DUK in Q4 2021 and has held it in 10 quarters since. The position peaked at $491K in Q1 2022. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Treasure Coast Financial Planning held 2,744 shares of Duke Energy worth $347K as of Q2 2026.
Treasure Coast Financial Planning left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.17% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #35 holding.
Treasure Coast Financial Planning first reported a position in Duke Energy in Q4 2021 and has held it in 10 quarters since.
Treasure Coast Financial Planning's Duke Energy position peaked at $491K in Q1 2022.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.