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Triumph Capital Management’s Duke Energy DUK Stock Holding History

Triumph 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 		$26.2K Buy
207
+25
+14% +$3.15K ﹤0.01% 854
2026
Q1 		$23.8K Sell
182
-49
-21% -$6.13K ﹤0.01% 834
2025
Q4 		$27K Buy
+231
New +$28.2K 0.01% 775

Other funds holding DUK

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
Wealth Enhancement Advisory Services
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

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

Triumph Capital Management increased its Duke Energy (DUK) stake by 14% in Q2 2026, buying an estimated $3.15K and bringing the position to 207 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Triumph Capital Management first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $27K in Q4 2025. 642 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Triumph Capital Management held 207 shares of Duke Energy worth $26.2K as of Q2 2026.
  • Triumph Capital Management bought 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
  • Duke Energy made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #854 holding.
  • Triumph Capital Management first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Duke Energy position peaked at $27K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.