UWM
DUK icon

Urban Wealth Management’s Duke Energy DUK Stock Holding History

Urban Wealth 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 		– Sell
-2,025
Closed -$265K – 114
2026
Q1 		$265K Buy
+2,025
New +$253K 0.27% 76
2020
Q4 		$227K Buy
+2,477
New +$229K 0.19% 98

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
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)
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
MF
Milford Funds Auckland $6.14B AUM

Urban Wealth Management's DUK Position: Q2 2026 in Review

Urban Wealth Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,025 shares — an estimated $265K sold.

Urban Wealth Management first reported a position in DUK in Q4 2020 and held it in 2 quarters. The position peaked at $265K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Urban Wealth Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 2,025 Duke Energy shares in Q2 2026, an estimated $265K.
  • Urban Wealth Management first reported a position in Duke Energy in Q4 2020 and held it in 2 quarters.
  • Urban Wealth Management's Duke Energy position peaked at $265K in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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