Visionary Horizons’s Duke Energy DUK Stock Holding History

Visionary Horizons’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	$682K	Sell	5,387 -447	-8%	-$56.4K	0.29%	59
2026 Q1	$764K	Sell	5,834 -334	-5%	-$41.8K	0.38%	47
2025 Q4	$723K	Sell	6,168 -74	-1%	-$9.04K	0.37%	51
2025 Q3	$772K	Sell	6,242 -204	-3%	-$24.8K	0.43%	42
2025 Q2	$761K	Sell	6,446 -310	-5%	-$36.6K	0.48%	38
2025 Q1	$824K	Sell	6,756 -1,247	-16%	-$142K	0.58%	29
2024 Q4	$862K	Sell	8,003 -456	-5%	-$51.7K	0.57%	25
2024 Q3	$975K	Sell	8,459 -25	-0.3%	-$2.78K	0.65%	22
2024 Q2	$850K	Sell	8,484 -49	-0.6%	-$4.9K	0.62%	23
2024 Q1	$810K	Sell	8,533 -58	-0.7%	-$5.5K	0.63%	25
2023 Q4	$834K	Buy	+8,591	New	+$781K	0.68%	18

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Visionary Horizons's DUK Position: Q2 2026 in Review

Visionary Horizons reduced its Duke Energy (DUK) stake by 7.7% in Q2 2026, selling an estimated $56.4K and leaving 5,387 shares worth $682K. The position accounts for 0.29% of the portfolio, ranked #59.

Visionary Horizons first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $975K in Q3 2024. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Visionary Horizons held 5,387 shares of Duke Energy worth $682K as of Q2 2026.
Visionary Horizons sold 447 Duke Energy shares in Q2 2026, an estimated $56.4K.
Duke Energy made up 0.29% of Visionary Horizons's portfolio in Q2 2026, its #59 holding.
Visionary Horizons first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's Duke Energy position peaked at $975K in Q3 2024.
896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.