TruNorth Capital Management’s Duke Energy DUK Stock Holding History

TruNorth 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	$201K	Buy	+1,590	New	+$201K	0.03%	122
2025 Q4	–	Sell	-940	Closed	-$116K	–	201
2025 Q3	$116K	Hold	940	–	–	0.02%	119
2025 Q2	$111K	Sell	940 -428	-31%	-$50.5K	0.02%	113
2025 Q1	$167K	Buy	1,368 +428	+46%	+$48.8K	0.04%	110
2024 Q4	$101K	Hold	940	–	–	0.03%	100
2024 Q3	$108K	Buy	940 +124	+15%	+$13.8K	0.03%	92
2024 Q2	$81.8K	Buy	+816	New	+$81.6K	0.03%	98

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

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

TruNorth Capital Management opened a new position in Duke Energy (DUK) in Q2 2026: 1,590 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #122 among its holdings. This is a return to the name: TruNorth Capital Management previously reported a position in DUK as recently as Q3 2025.

TruNorth Capital Management first reported a position in DUK in Q2 2024 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

TruNorth Capital Management held 1,590 shares of Duke Energy worth $201K as of Q2 2026.
Duke Energy was a new TruNorth Capital Management position in Q2 2026.
Duke Energy made up 0.03% of TruNorth Capital Management's portfolio in Q2 2026, its #122 holding.
TruNorth Capital Management first reported a position in Duke Energy in Q2 2024 and has held it in 7 quarters since.
722 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.