Waterfront Wealth’s Duke Energy DUK Stock Holding History

Waterfront Wealth’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	$239K	Buy	+1,903	New	+$240K	0.04%	278

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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

Milford Funds Auckland $6.14B AUM

Waterfront Wealth's DUK Position: Q2 2026 in Review

Waterfront Wealth opened a new position in Duke Energy (DUK) in Q2 2026: 1,903 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings.

1,122 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Waterfront Wealth held 1,903 shares of Duke Energy worth $239K as of Q2 2026.
Duke Energy was a new Waterfront Wealth position in Q2 2026.
Duke Energy made up 0.04% of Waterfront Wealth's portfolio in Q2 2026, its #278 holding.
1,122 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.