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Verum Partners’s Duke Energy DUK Stock Holding History

Verum Partners’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 		$529K Buy
4,182
+797
+24% +$101K 0.08% 117
2026
Q1 		$443K Buy
3,385
+75
+2% +$9.38K 0.08% 110
2025
Q4 		$388K Sell
3,310
-251
-7% -$30.6K 0.08% 116
2025
Q3 		$441K Sell
3,561
-518
-13% -$62.9K 0.09% 108
2025
Q2 		$481K Buy
4,079
+7
+0.2% +$826 0.11% 100
2025
Q1 		$497K Buy
4,072
+100
+3% +$11.4K 0.13% 87
2024
Q4 		$428K Sell
3,972
-154
-4% -$17.4K 0.12% 103
2024
Q3 		$476K Sell
4,126
-36
-0.9% -$4.01K 0.14% 90
2024
Q2 		$417K Buy
4,162
+176
+4% +$17.6K 0.13% 93
2024
Q1 		$385K Buy
3,986
+155
+4% +$14.7K 0.14% 95
2023
Q4 		$372K Buy
3,831
+115
+3% +$10.5K 0.15% 94
2023
Q3 		$328K Sell
3,716
-294
-7% -$27K 0.15% 94
2023
Q2 		$360K Buy
+4,010
New +$378K 0.33% 62

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Verum Partners's DUK Position: Q2 2026 in Review

Verum Partners increased its Duke Energy (DUK) stake by 24% in Q2 2026, buying an estimated $101K and bringing the position to 4,182 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #117.

Verum Partners first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Verum Partners held 4,182 shares of Duke Energy worth $529K as of Q2 2026.
  • Verum Partners bought 797 Duke Energy shares in Q2 2026, an estimated $101K.
  • Duke Energy made up 0.08% of Verum Partners's portfolio in Q2 2026, its #117 holding.
  • Verum Partners first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.