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UHLMANN PRICE SECURITIES’s Duke Energy DUK Stock Holding History

UHLMANN PRICE SECURITIES’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 		$641K Buy
5,067
+11
+0.2% +$1.39K 0.02% 118
2026
Q1 		$644K Buy
+5,056
New +$632K 0.04% 102

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

UHLMANN PRICE SECURITIES's DUK Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its Duke Energy (DUK) stake by 0.22% in Q2 2026, buying an estimated $1.39K and bringing the position to 5,067 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #118.

UHLMANN PRICE SECURITIES first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $644K in Q1 2026. 904 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 5,067 shares of Duke Energy worth $641K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 11 Duke Energy shares in Q2 2026, an estimated $1.39K.
  • Duke Energy made up 0.02% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #118 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • UHLMANN PRICE SECURITIES's Duke Energy position peaked at $644K in Q1 2026.
  • 904 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.